Annapolis Financial Services’s Goldman Sachs GS Stock Holding History

Annapolis Financial Services’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 Q1	–	Sell	-52	Closed	-$20K	–	404
2023 Q4	$20K	Hold	52	–	–	0.01%	277
2023 Q3	$16.8K	Hold	52	–	–	﹤0.01%	285
2023 Q2	$16.7K	Hold	52	–	–	﹤0.01%	289
2023 Q1	$16.9K	Sell	52 -1	-2%	-$348	0.01%	261
2022 Q4	$18.1K	Hold	53	–	–	0.01%	255
2022 Q3	$15K	Sell	53 -52	-50%	-$16.8K	0.01%	289
2022 Q2	$31K	Buy	105 +1	+1%	+$311	0.01%	213
2022 Q1	$34K	Hold	104	–	–	0.01%	217
2021 Q4	$40K	Sell	104 -35	-25%	-$13.9K	0.01%	203
2021 Q3	$53K	Hold	139	–	–	0.02%	167
2021 Q2	$53K	Buy	139 +35	+34%	+$12.5K	0.02%	158
2021 Q1	$34K	Buy	104 +1	+1%	+$311	0.01%	175
2020 Q4	$27K	Buy	+103	New	+$22.9K	0.01%	180

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Annapolis Financial Services's GS Position: Q1 2024 in Review

Annapolis Financial Services sold out of Goldman Sachs (GS) in Q1 2024, closing a stake of 52 shares — an estimated $20K sold.

Annapolis Financial Services first reported a position in GS in Q4 2020 and held it in 13 quarters. The position peaked at $53K in Q3 2021. 2,044 funds tracked by Wall St. Rank hold GS as of Q1 2024.

Annapolis Financial Services reported no remaining Goldman Sachs position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 52 Goldman Sachs shares in Q1 2024, an estimated $20K.
Annapolis Financial Services first reported a position in Goldman Sachs in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Goldman Sachs position peaked at $53K in Q3 2021.
2,044 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.