Avaii Wealth Management’s Goldman Sachs GS Stock Holding History

Avaii 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
2023 Q1	–	Sell	-680	Closed	-$234K	–	129
2022 Q4	$234K	Buy	+680	New	+$237K	0.21%	112

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Avaii Wealth Management's GS Position: Q1 2023 in Review

Avaii Wealth Management sold out of Goldman Sachs (GS) in Q1 2023, closing a stake of 680 shares — an estimated $234K sold.

Avaii Wealth Management first reported a position in GS in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 1,810 funds tracked by Wall St. Rank hold GS as of Q1 2023.

Avaii Wealth Management reported no remaining Goldman Sachs position as of Q1 2023 after selling out during the quarter.
Avaii Wealth Management sold 680 Goldman Sachs shares in Q1 2023, an estimated $234K.
Avaii Wealth Management first reported a position in Goldman Sachs in Q4 2022 and held it in 1 quarter.
Avaii Wealth Management's Goldman Sachs position peaked at $234K in Q4 2022.
1,810 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on Avaii Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.