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AJ Wealth Strategies’s Goldman Sachs GS Stock Holding History

AJ Wealth Strategies’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
Q2 		$1.52M Sell
4,728
-2,663
-36% -$875K 0.07% 106
2023
Q1 		$2.42M Buy
7,391
+4,071
+123% +$1.42M 0.13% 78
2022
Q4 		$1.14M Buy
3,320
+1,681
+103% +$585K 0.06% 122
2022
Q3 		$480K Sell
1,639
-4,093
-71% -$1.33M 0.03% 186
2022
Q2 		$1.7M Sell
5,732
-3,805
-40% -$1.18M 0.09% 97
2022
Q1 		$3.15M Buy
9,537
+8,123
+574% +$2.87M 0.16% 80
2021
Q4 		$541K Buy
1,414
+2
+0.1% +$792 0.03% 197
2021
Q3 		$534K Buy
1,412
+186
+15% +$72.6K 0.03% 186
2021
Q2 		$465K Sell
1,226
-3,331
-73% -$1.19M 0.03% 189
2021
Q1 		$1.49M Buy
4,557
+1,695
+59% +$528K 0.11% 88
2020
Q4 		$755K Buy
2,862
+1
+0% +$223 0.07% 119
2020
Q3 		$575K Sell
2,861
-2
-0.1% -$407 0.06% 126
2020
Q2 		$566K Buy
2,863
+146
+5% +$27.4K 0.06% 121
2020
Q1 		$420K Sell
2,717
-489
-15% -$104K 0.06% 108
2019
Q4 		$735K Sell
3,206
-44
-1% -$9.55K 0.09% 66
2019
Q3 		$665K Sell
3,250
-1,255
-28% -$262K 0.09% 64
2019
Q2 		$898K Sell
4,505
-5,471
-55% -$1.08M 0.13% 52
2019
Q1 		$1.92M Buy
9,976
+102
+1% +$19.7K 0.32% 33
2018
Q4 		$1.65M Sell
9,874
-423
-4% -$85.3K 0.32% 35
2018
Q3 		$2.31M Buy
10,297
+79
+0.8% +$18.4K 0.43% 28
2018
Q2 		$2.26M Buy
10,218
+221
+2% +$52.7K 0.47% 24
2018
Q1 		$2.52M Buy
9,997
+8,297
+488% +$2.16M 0.6% 22
2017
Q4 		$433K Sell
1,700
-2,332
-58% -$572K 0.11% 66
2017
Q3 		$956K Sell
4,032
-6,408
-61% -$1.45M 0.31% 42
2017
Q2 		$2.32M Sell
10,440
-3,360
-24% -$747K 0.88% 17
2017
Q1 		$3.17M Buy
13,800
+5,780
+72% +$1.4M 1.38% 16
2016
Q4 		$1.92M Buy
+8,020
New +$1.63M 0.99% 20

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AJ Wealth Strategies's GS Position: Q2 2023 in Review

AJ Wealth Strategies reduced its Goldman Sachs (GS) stake by 36% in Q2 2023, selling an estimated $875K and leaving 4,728 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #106.

AJ Wealth Strategies first reported a position in GS in Q4 2016 and has held it in 27 quarters since. The position peaked at $3.17M in Q1 2017. 1,823 funds tracked by Wall St. Rank hold GS as of Q2 2023.

  • AJ Wealth Strategies held 4,728 shares of Goldman Sachs worth $1.52M as of Q2 2023.
  • AJ Wealth Strategies sold 2,663 Goldman Sachs shares in Q2 2023, an estimated $875K.
  • Goldman Sachs made up 0.07% of AJ Wealth Strategies's portfolio in Q2 2023, its #106 holding.
  • AJ Wealth Strategies first reported a position in Goldman Sachs in Q4 2016 and has held it in 27 quarters since.
  • AJ Wealth Strategies's Goldman Sachs position peaked at $3.17M in Q1 2017.
  • 1,823 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.