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Avitas Wealth Management’s Goldman Sachs GS Stock Holding History

Avitas 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
2024
Q4 		$2.79M Sell
4,869
-8
-0.2% -$4.46K 0.39% 67
2024
Q3 		$2.41M Buy
4,877
+579
+13% +$283K 0.34% 80
2024
Q2 		$1.94M Sell
4,298
-50
-1% -$21.9K 0.28% 90
2024
Q1 		$1.82M Sell
4,348
-87
-2% -$33.8K 0.28% 94
2023
Q4 		$1.71M Buy
4,435
+29
+0.7% +$9.68K 0.29% 98
2023
Q3 		$1.43M Sell
4,406
-99
-2% -$33.1K 0.27% 98
2023
Q2 		$1.45M Sell
4,505
-65
-1% -$21.4K 0.26% 102
2023
Q1 		$1.49M Sell
4,570
-2,108
-32% -$734K 0.29% 96
2022
Q4 		$2.29M Buy
6,678
+65
+1% +$22.6K 0.48% 61
2022
Q3 		$1.94M Buy
6,613
+319
+5% +$103K 0.44% 66
2022
Q2 		$1.87M Sell
6,294
-850
-12% -$265K 0.41% 77
2022
Q1 		$2.36M Buy
7,144
+136
+2% +$48K 0.43% 74
2021
Q4 		$2.68M Buy
7,008
+170
+2% +$67.3K 0.45% 85
2021
Q3 		$2.58M Buy
+6,838
New +$2.67M 0.47% 84
2020
Q1 		– Sell
-16,146
Closed -$3.71M – 149
2019
Q4 		$3.71M Buy
16,146
+162
+1% +$35.2K 0.95% 33
2019
Q3 		$3.31M Buy
15,984
+211
+1% +$44.1K 0.91% 40
2019
Q2 		$3.23M Buy
+15,773
New +$3.12M 0.9% 40
2018
Q4 		– Sell
-15,091
Closed -$3.38M – 163
2018
Q3 		$3.38M Buy
15,091
+4,832
+47% +$1.12M 0.96% 33
2018
Q2 		$2.26M Buy
+10,259
New +$2.45M 0.71% 70

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $544B AUM 28.31% 1-Year Est. Return

Avitas Wealth Management's GS Position: Q4 2024 in Review

Avitas Wealth Management reduced its Goldman Sachs (GS) stake by 0.16% in Q4 2024, selling an estimated $4.46K and leaving 4,869 shares worth $2.79M. The position accounts for 0.39% of the portfolio, ranked #67.

Avitas Wealth Management first reported a position in GS in Q2 2018 and has held it in 19 quarters since. The position peaked at $3.71M in Q4 2019. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Avitas Wealth Management held 4,869 shares of Goldman Sachs worth $2.79M as of Q4 2024.
  • Avitas Wealth Management sold 8 Goldman Sachs shares in Q4 2024, an estimated $4.46K.
  • Goldman Sachs made up 0.39% of Avitas Wealth Management's portfolio in Q4 2024, its #67 holding.
  • Avitas Wealth Management first reported a position in Goldman Sachs in Q2 2018 and has held it in 19 quarters since.
  • Avitas Wealth Management's Goldman Sachs position peaked at $3.71M in Q4 2019.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.