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Alera Investment Advisors’s Goldman Sachs GS Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$403K Buy
814
+41
+5% +$20.1K 0.05% 160
2024
Q2 		$350K Buy
+773
New +$339K 0.04% 174
2019
Q2 		– Sell
-146
Closed -$28K – 449
2019
Q1 		$28K Buy
146
+61
+72% +$11.8K 0.01% 231
2018
Q4 		$14K Buy
+85
New +$17.1K 0.01% 359

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alera Investment Advisors's GS Position: Q3 2024 in Review

Alera Investment Advisors increased its Goldman Sachs (GS) stake by 5.3% in Q3 2024, buying an estimated $20.1K and bringing the position to 814 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #160.

Alera Investment Advisors first reported a position in GS in Q4 2018 and has held it in 4 quarters since. 2,202 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Alera Investment Advisors held 814 shares of Goldman Sachs worth $403K as of Q3 2024.
  • Alera Investment Advisors bought 41 Goldman Sachs shares in Q3 2024, an estimated $20.1K.
  • Goldman Sachs made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #160 holding.
  • Alera Investment Advisors first reported a position in Goldman Sachs in Q4 2018 and has held it in 4 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.