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Aevitas Wealth Management’s Goldman Sachs GS Stock Holding History

Aevitas 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
2022
Q4 		$511K Buy
1,488
+216
+17% +$75.2K 0.3% 72
2022
Q3 		$373K Sell
1,272
-15
-1% -$4.86K 0.28% 81
2022
Q2 		$382K Buy
1,287
+4
+0.3% +$1.25K 0.26% 81
2022
Q1 		$423K Sell
1,283
-157
-11% -$55.5K 0.26% 81
2021
Q4 		$551K Sell
1,440
-6
-0.4% -$2.38K 0.33% 75
2021
Q3 		$547K Hold
1,446
– – 0.35% 72
2021
Q2 		$549K Buy
1,446
+4
+0.3% +$1.43K 0.35% 72
2021
Q1 		$472K Sell
1,442
-16
-1% -$4.98K 0.33% 74
2020
Q4 		$385K Buy
+1,458
New +$325K 0.28% 80
2019
Q2 		– Sell
-124
Closed -$23K – 186
2019
Q1 		$23K Hold
124
– – 0.02% 249
2018
Q4 		$21K Sell
124
-91
-42% -$18.4K 0.02% 248
2018
Q3 		$48K Buy
215
+1
+0.5% +$233 0.04% 201
2018
Q2 		$47K Buy
214
+40
+23% +$9.54K 0.05% 197
2018
Q1 		$44K Buy
174
+1
+0.6% +$260 0.04% 186
2017
Q4 		$44K Buy
+173
New +$42.4K 0.04% 190

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's GS Position: Q4 2022 in Review

Aevitas Wealth Management increased its Goldman Sachs (GS) stake by 17% in Q4 2022, buying an estimated $75.2K and bringing the position to 1,488 shares worth $511K. The position accounts for 0.3% of the portfolio, ranked #72.

Aevitas Wealth Management first reported a position in GS in Q4 2017 and has held it in 15 quarters since. The position peaked at $551K in Q4 2021. 1,883 funds tracked by Wall St. Rank hold GS as of Q4 2022.

  • Aevitas Wealth Management held 1,488 shares of Goldman Sachs worth $511K as of Q4 2022.
  • Aevitas Wealth Management bought 216 Goldman Sachs shares in Q4 2022, an estimated $75.2K.
  • Goldman Sachs made up 0.3% of Aevitas Wealth Management's portfolio in Q4 2022, its #72 holding.
  • Aevitas Wealth Management first reported a position in Goldman Sachs in Q4 2017 and has held it in 15 quarters since.
  • Aevitas Wealth Management's Goldman Sachs position peaked at $551K in Q4 2021.
  • 1,883 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.