AWM
GS icon

Altium Wealth Management’s Goldman Sachs GS Stock Holding History

Altium 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
Q2 		$3.06M Buy
10,315
+2,705
+36% +$842K 0.22% 58
2022
Q1 		$2.51M Buy
7,610
+446
+6% +$158K 0.16% 75
2021
Q4 		$2.74M Sell
7,164
-5
-0.1% -$1.98K 0.18% 66
2021
Q3 		$2.71M Buy
7,169
+639
+10% +$250K 0.19% 62
2021
Q2 		$2.48M Buy
6,530
+150
+2% +$53.7K 0.18% 64
2021
Q1 		$2.09M Buy
6,380
+209
+3% +$65.1K 0.17% 70
2020
Q4 		$1.63M Buy
6,171
+583
+10% +$130K 0.14% 82
2020
Q3 		$1.12M Buy
5,588
+31
+0.6% +$6.31K 0.12% 88
2020
Q2 		$1.1M Buy
5,557
+346
+7% +$65K 0.12% 85
2020
Q1 		$806K Buy
5,211
+1,174
+29% +$249K 0.11% 97
2019
Q4 		$928K Buy
4,037
+491
+14% +$107K 0.11% 102
2019
Q3 		$735K Buy
3,546
+827
+30% +$173K 0.1% 122
2019
Q2 		$556K Buy
2,719
+815
+43% +$161K 0.08% 151
2019
Q1 		$366K Sell
1,904
-37
-2% -$7.14K 0.06% 197
2018
Q4 		$324K Buy
1,941
+536
+38% +$108K 0.06% 197
2018
Q3 		$315K Buy
+1,405
New +$327K 0.06% 215

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altium Wealth Management's GS Position: Q2 2022 in Review

Altium Wealth Management increased its Goldman Sachs (GS) stake by 36% in Q2 2022, buying an estimated $842K and bringing the position to 10,315 shares worth $3.06M. The position accounts for 0.22% of the portfolio, ranked #58.

Altium Wealth Management first reported a position in GS in Q3 2018 and has held it in 16 quarters since. 1,770 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • Altium Wealth Management held 10,315 shares of Goldman Sachs worth $3.06M as of Q2 2022.
  • Altium Wealth Management bought 2,705 Goldman Sachs shares in Q2 2022, an estimated $842K.
  • Goldman Sachs made up 0.22% of Altium Wealth Management's portfolio in Q2 2022, its #58 holding.
  • Altium Wealth Management first reported a position in Goldman Sachs in Q3 2018 and has held it in 16 quarters since.
  • 1,770 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.