Axiom Advisory’s Goldman Sachs GS Stock Holding History

Axiom Advisory’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	$2.47M	Buy	5,056 +79	+2%	+$38.6K	0.02%	99
2024 Q2	$2.18M	Buy	+4,977	New	+$2.18M	0.02%	100

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Axiom Advisory's GS Position: Q3 2024 in Review

Axiom Advisory increased its Goldman Sachs (GS) stake by 1.6% in Q3 2024, buying an estimated $38.6K and bringing the position to 5,056 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #99.

Axiom Advisory first reported a position in GS in Q2 2024 and has held it in 2 quarters since. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

Axiom Advisory held 5,056 shares of Goldman Sachs worth $2.47M as of Q3 2024.
Axiom Advisory bought 79 Goldman Sachs shares in Q3 2024, an estimated $38.6K.
Goldman Sachs made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #99 holding.
Axiom Advisory first reported a position in Goldman Sachs in Q2 2024 and has held it in 2 quarters since.
2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.