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9258 Wealth Management’s Goldman Sachs GS Stock Holding History

9258 Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.26M Buy
4,557
+388
+9% +$190K 0.33% 59
2024
Q2 		$1.89M Buy
4,169
+7
+0.2% +$3.07K 0.29% 67
2024
Q1 		$1.74M Hold
4,162
– – 0.27% 73
2023
Q4 		$1.61M Sell
4,162
-20
-0.5% -$6.67K 0.28% 72
2023
Q3 		$1.35M Sell
4,182
-38
-0.9% -$12.7K 0.26% 76
2023
Q2 		$1.36M Sell
4,220
-93
-2% -$30.6K 0.26% 79
2023
Q1 		$1.41M Sell
4,313
-98
-2% -$34.1K 0.28% 68
2022
Q4 		$1.51M Buy
4,411
+97
+2% +$33.8K 0.33% 69
2022
Q3 		$1.26M Buy
4,314
+164
+4% +$53.1K 0.32% 71
2022
Q2 		$1.23M Buy
4,150
+20
+0.5% +$6.23K 0.32% 78
2022
Q1 		$1.36M Sell
4,130
-24
-0.6% -$8.48K 0.32% 68
2021
Q4 		$1.59M Sell
4,154
-136
-3% -$53.8K 0.36% 52
2021
Q3 		$1.62M Buy
4,290
+98
+2% +$38.3K 0.43% 42
2021
Q2 		$1.59M Buy
4,192
+14
+0.3% +$5.01K 0.43% 42
2021
Q1 		$1.37M Sell
4,178
-38
-0.9% -$11.8K 0.41% 51
2020
Q4 		$1.11M Sell
4,216
-1,139
-21% -$254K 0.36% 58
2020
Q3 		$1.01M Buy
5,355
+1,002
+23% +$204K 0.38% 58
2020
Q2 		$860K Buy
4,353
+27
+0.6% +$5.07K 0.35% 75
2020
Q1 		$794K Buy
4,326
+147
+4% +$31.2K 0.35% 76
2019
Q4 		$961K Buy
4,179
+2
+0% +$434 0.35% 80
2019
Q3 		$866K Buy
4,177
+244
+6% +$51K 0.68% 49
2019
Q2 		$805K Sell
3,933
-67
-2% -$13.3K 0.65% 52
2019
Q1 		$768K Buy
4,000
+86
+2% +$16.6K 0.65% 48
2018
Q4 		$654K Buy
+3,914
New +$790K 0.63% 53

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

9258 Wealth Management's GS Position: Q3 2024 in Review

9258 Wealth Management increased its Goldman Sachs (GS) stake by 9.3% in Q3 2024, buying an estimated $190K and bringing the position to 4,557 shares worth $2.26M. The position accounts for 0.33% of the portfolio, ranked #59.

9258 Wealth Management first reported a position in GS in Q4 2018 and has held it in 24 quarters since. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • 9258 Wealth Management held 4,557 shares of Goldman Sachs worth $2.26M as of Q3 2024.
  • 9258 Wealth Management bought 388 Goldman Sachs shares in Q3 2024, an estimated $190K.
  • Goldman Sachs made up 0.33% of 9258 Wealth Management's portfolio in Q3 2024, its #59 holding.
  • 9258 Wealth Management first reported a position in Goldman Sachs in Q4 2018 and has held it in 24 quarters since.
  • 2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.