Advisory Research’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-659
Closed -$213K – 448
2023
Q2
$213K Buy
+659
New +$217K 0.03% 424
2014
Q2
– Sell
-414
Closed -$68K – 472
2014
Q1
$68K Buy
+414
New +$69.6K ﹤0.01% 613

Other funds holding GS

Advisory Research's GS Position: Q3 2023 in Review

Advisory Research sold out of Goldman Sachs (GS) in Q3 2023, closing a stake of 659 shares — an estimated $213K sold.

Advisory Research first reported a position in GS in Q1 2014 and held it in 2 quarters. The position peaked at $213K in Q2 2023. 1,795 funds tracked by Wall St. Rank hold GS as of Q3 2023.

  • Advisory Research reported no remaining Goldman Sachs position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 659 Goldman Sachs shares in Q3 2023, an estimated $213K.
  • Advisory Research first reported a position in Goldman Sachs in Q1 2014 and held it in 2 quarters.
  • Advisory Research's Goldman Sachs position peaked at $213K in Q2 2023.
  • 1,795 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.