AAFMAA Wealth Management & Trust’s Goldman Sachs GS Stock Holding History

AAFMAA Wealth Management & Trust’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
2023 Q4	–	Sell	-5,640	Closed	-$1.82M	–	59
2023 Q3	$1.82M	Sell	5,640 -536	-9%	-$179K	1.7%	29
2023 Q2	$1.99M	Sell	6,176 -2,264	-27%	-$744K	1.65%	27
2023 Q1	$2.76M	Sell	8,440 -259	-3%	-$90.2K	2.21%	19
2022 Q4	$2.99M	Sell	8,699 -1,377	-14%	-$479K	2.69%	12
2022 Q3	$2.95M	Sell	10,076 -582	-5%	-$189K	2.17%	17
2022 Q2	$3.17M	Sell	10,658 -156	-1%	-$48.6K	2.13%	24
2022 Q1	$3.57M	Buy	10,814 +632	+6%	+$223K	1.65%	32
2021 Q4	$3.9M	Buy	10,182 +293	+3%	+$116K	1.7%	29
2021 Q3	$3.74M	Buy	9,889 +519	+6%	+$203K	1.77%	29
2021 Q2	$3.56M	Buy	9,370 +648	+7%	+$232K	1.63%	31
2021 Q1	$2.85M	Buy	+8,722	New	+$2.72M	1.37%	31

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AAFMAA Wealth Management & Trust's GS Position: Q4 2023 in Review

AAFMAA Wealth Management & Trust sold out of Goldman Sachs (GS) in Q4 2023, closing a stake of 5,640 shares — an estimated $1.82M sold.

AAFMAA Wealth Management & Trust first reported a position in GS in Q1 2021 and held it in 11 quarters. The position peaked at $3.9M in Q4 2021. 1,968 funds tracked by Wall St. Rank hold GS as of Q4 2023.

AAFMAA Wealth Management & Trust reported no remaining Goldman Sachs position as of Q4 2023 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 5,640 Goldman Sachs shares in Q4 2023, an estimated $1.82M.
AAFMAA Wealth Management & Trust first reported a position in Goldman Sachs in Q1 2021 and held it in 11 quarters.
AAFMAA Wealth Management & Trust's Goldman Sachs position peaked at $3.9M in Q4 2021.
1,968 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q4 2023, filed 12 Feb 2024.