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Western Pacific Wealth Management’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Western Pacific Wealth Management’s Portfolio GVIP Stock Details GVIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$35K – 239
2022
Q2 		$35K Hold
500
– – 0.03% 92
2022
Q1 		$46K Hold
500
– – 0.03% 98
2021
Q4 		$51K Buy
+500
New +$51K 0.03% 107

Other funds holding GVIP

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Western Pacific Wealth Management's GVIP Position: Q3 2022 in Review

Western Pacific Wealth Management sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q3 2022, closing a stake of 500 shares — an estimated $35K sold.

Western Pacific Wealth Management first reported a position in GVIP in Q4 2021 and held it in 3 quarters. The position peaked at $51K in Q4 2021. 35 funds tracked by Wall St. Rank hold GVIP as of Q3 2022.

  • Western Pacific Wealth Management reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q3 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 500 Goldman Sachs Hedge Industry VIP ETF shares in Q3 2022, an estimated $35K.
  • Western Pacific Wealth Management first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q4 2021 and held it in 3 quarters.
  • Western Pacific Wealth Management's Goldman Sachs Hedge Industry VIP ETF position peaked at $51K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q3 2022.

Based on Western Pacific Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.