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WealthPLAN Partners’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

WealthPLAN Partners’s Portfolio GSLC Stock Details GSLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-155
Closed -$13.5K – 636
2023
Q2 		$13.5K Sell
155
-73
-32% -$6.05K ﹤0.01% 743
2023
Q1 		$18.5K Buy
+228
New +$18.1K ﹤0.01% 744

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

WealthPLAN Partners's GSLC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q3 2023, closing a stake of 155 shares — an estimated $13.5K sold.

WealthPLAN Partners first reported a position in GSLC in Q1 2023 and held it in 2 quarters. The position peaked at $18.5K in Q1 2023. 401 funds tracked by Wall St. Rank hold GSLC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 155 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2023, an estimated $13.5K.
  • WealthPLAN Partners first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $18.5K in Q1 2023.
  • 401 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.