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Alaethes Wealth’s Goldman Sachs GS Stock Holding History

Alaethes Wealth’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 		– Sell
-4,120
Closed -$1.35M – 111
2023
Q1 		$1.35M Buy
4,120
+170
+4% +$59.2K 0.79% 49
2022
Q4 		$1.36M Sell
3,950
-472
-11% -$164K 0.93% 43
2022
Q3 		$1.3M Buy
4,422
+231
+6% +$74.8K 0.95% 32
2022
Q2 		$1.25M Buy
4,191
+501
+14% +$156K 0.92% 32
2022
Q1 		$1.22M Buy
3,690
+715
+24% +$253K 0.77% 51
2021
Q4 		$1.14M Buy
2,975
+2,894
+3,573% +$1.15M 0.72% 54
2021
Q3 		$31K Buy
81
+3
+4% +$1.17K 0.02% 144
2021
Q2 		$30K Buy
+78
New +$27.9K 0.02% 139

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

Alaethes Wealth's GS Position: Q2 2023 in Review

Alaethes Wealth sold out of Goldman Sachs (GS) in Q2 2023, closing a stake of 4,120 shares — an estimated $1.35M sold.

Alaethes Wealth first reported a position in GS in Q2 2021 and held it in 8 quarters. The position peaked at $1.36M in Q4 2022. 1,823 funds tracked by Wall St. Rank hold GS as of Q2 2023.

  • Alaethes Wealth reported no remaining Goldman Sachs position as of Q2 2023 after selling out during the quarter.
  • Alaethes Wealth sold 4,120 Goldman Sachs shares in Q2 2023, an estimated $1.35M.
  • Alaethes Wealth first reported a position in Goldman Sachs in Q2 2021 and held it in 8 quarters.
  • Alaethes Wealth's Goldman Sachs position peaked at $1.36M in Q4 2022.
  • 1,823 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on Alaethes Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.