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Baystate Wealth Management’s Goldman Sachs GS Stock Holding History

Baystate 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
Q4 		$144K Sell
372
-3
-0.8% -$1K 0.01% 237
2023
Q3 		$121K Buy
375
+3
+0.8% +$1K 0.01% 237
2023
Q2 		$120K Buy
372
+35
+10% +$11.5K 0.01% 234
2023
Q1 		$110K Sell
337
-11
-3% -$3.83K 0.01% 240
2022
Q4 		$120K Buy
348
+21
+6% +$7.31K 0.01% 233
2022
Q3 		$96K Buy
327
+3
+0.9% +$972 0.01% 234
2022
Q2 		$96K Buy
324
+2
+0.6% +$623 0.01% 244
2022
Q1 		$106K Sell
322
-77
-19% -$27.2K 0.01% 239
2021
Q4 		$153K Buy
399
+2
+0.5% +$792 0.01% 200
2021
Q3 		$150K Sell
397
-96
-19% -$37.5K 0.01% 175
2021
Q2 		$187K Buy
493
+57
+13% +$20.4K 0.02% 149
2021
Q1 		$143K Buy
436
+59
+16% +$18.4K 0.02% 162
2020
Q4 		$100K Buy
377
+97
+35% +$21.6K 0.01% 173
2020
Q3 		$56K Sell
280
-129
-32% -$26.2K 0.01% 208
2020
Q2 		$81K Buy
409
+2
+0.5% +$375 0.01% 174
2020
Q1 		$63K Buy
407
+4
+1% +$849 0.01% 173
2019
Q4 		$93K Buy
403
+2
+0.5% +$434 0.01% 169
2019
Q3 		$83K Buy
401
+3
+0.8% +$627 0.01% 164
2019
Q2 		$83K Buy
398
+100
+34% +$19.8K 0.01% 166
2019
Q1 		$60K Buy
298
+78
+35% +$15K 0.01% 195
2018
Q4 		$45K Buy
220
+1
+0.5% +$202 0.01% 214
2018
Q3 		$47K Buy
219
+73
+50% +$17K 0.01% 206
2018
Q2 		$33K Buy
146
+1
+0.7% +$238 ﹤0.01% 237
2018
Q1 		$36K Hold
145
– – 0.01% 224
2017
Q4 		$38K Hold
145
– – 0.01% 225
2017
Q3 		$35K Hold
145
– – 0.01% 216
2017
Q2 		$33K Hold
145
– – 0.01% 213
2017
Q1 		$33K Buy
145
+20
+16% +$4.83K 0.01% 212
2016
Q4 		$30K Buy
+125
New +$25.4K 0.01% 190
2013
Q3 		– Sell
-172
Closed -$26K – 98
2013
Q2 		$26K Buy
+172
New +$26.2K 0.01% 135

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baystate Wealth Management's GS Position: Q4 2023 in Review

Baystate Wealth Management reduced its Goldman Sachs (GS) stake by 0.8% in Q4 2023, selling an estimated $1K and leaving 372 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #237.

Baystate Wealth Management first reported a position in GS in Q2 2013 and has held it in 30 quarters since. The position peaked at $187K in Q2 2021. 1,970 funds tracked by Wall St. Rank hold GS as of Q4 2023.

  • Baystate Wealth Management held 372 shares of Goldman Sachs worth $144K as of Q4 2023.
  • Baystate Wealth Management sold 3 Goldman Sachs shares in Q4 2023, an estimated $1K.
  • Goldman Sachs made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #237 holding.
  • Baystate Wealth Management first reported a position in Goldman Sachs in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Goldman Sachs position peaked at $187K in Q2 2021.
  • 1,970 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.