BBJS Financial Advisors’s Goldman Sachs GS Stock Holding History

BBJS Financial Advisors’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	$24.8K	Hold	50	–	–	0.01%	95
2024 Q2	$22.6K	Buy	+50	New	+$21.9K	0.01%	97

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

BBJS Financial Advisors's GS Position: Q3 2024 in Review

BBJS Financial Advisors held its Goldman Sachs (GS) position steady in Q3 2024 at 50 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #95.

BBJS Financial Advisors 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.

BBJS Financial Advisors held 50 shares of Goldman Sachs worth $24.8K as of Q3 2024.
BBJS Financial Advisors left its Goldman Sachs share count unchanged in Q3 2024.
Goldman Sachs made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #95 holding.
BBJS Financial Advisors 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 BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.