BCWM
GS.PRK

Bartlett & Co Wealth Management’s GOLDMAN SACHS GROUP, INC. THE 6.375% GS.PRK Stock Holding History

Bartlett & Co Wealth Management’s Portfolio GS.PRK Stock Details GS.PRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-335
Closed -$8.49K – 1223
2023
Q4 		$8.49K Buy
+335
New +$8.46K ﹤0.01% 1026

Other funds holding GS.PRK

MCM
Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bartlett & Co Wealth Management's GS.PRK Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of GOLDMAN SACHS GROUP, INC. THE 6.375% (GS.PRK) in Q1 2024, closing a stake of 335 shares — an estimated $8.49K sold.

Bartlett & Co Wealth Management first reported a position in GS.PRK in Q4 2023 and held it in 1 quarter. The position peaked at $8.49K in Q4 2023. 5 funds tracked by Wall St. Rank hold GS.PRK as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining GOLDMAN SACHS GROUP, INC. THE 6.375% position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 335 GOLDMAN SACHS GROUP, INC. THE 6.375% shares in Q1 2024, an estimated $8.49K.
  • Bartlett & Co Wealth Management first reported a position in GOLDMAN SACHS GROUP, INC. THE 6.375% in Q4 2023 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's GOLDMAN SACHS GROUP, INC. THE 6.375% position peaked at $8.49K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held GOLDMAN SACHS GROUP, INC. THE 6.375% as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.