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BDO Wealth Advisors’s Goldman Sachs GS Stock Holding History

BDO Wealth 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
2023
Q2 		$236K Sell
731
-90
-11% -$29.6K 0.03% 244
2023
Q1 		$269K Sell
821
-167
-17% -$58.1K 0.03% 221
2022
Q4 		$339K Buy
988
+94
+11% +$32.7K 0.04% 206
2022
Q3 		$262K Hold
894
– – 0.03% 223
2022
Q2 		$266K Sell
894
-18
-2% -$5.6K 0.03% 223
2022
Q1 		$301K Buy
912
+202
+28% +$71.3K 0.03% 219
2021
Q4 		$272K Sell
710
-100
-12% -$39.6K 0.03% 244
2021
Q3 		$306K Buy
810
+140
+21% +$54.7K 0.03% 230
2021
Q2 		$254K Hold
670
– – 0.03% 255
2021
Q1 		$219K Buy
670
+250
+60% +$77.8K 0.03% 276
2020
Q4 		$111K Buy
420
+135
+47% +$30.1K 0.02% 277
2020
Q3 		$57K Buy
285
+17
+6% +$3.46K 0.01% 315
2020
Q2 		$53K Sell
268
-20
-7% -$3.75K 0.01% 323
2020
Q1 		$45K Buy
288
+38
+15% +$8.07K 0.01% 342
2019
Q4 		$57K Hold
250
– – 0.01% 289
2019
Q3 		$52K Sell
250
-56
-18% -$11.7K 0.01% 306
2019
Q2 		$63K Hold
306
– – 0.02% 283
2019
Q1 		$59K Sell
306
-100
-25% -$19.3K 0.02% 263
2018
Q4 		$68K Hold
406
– – 0.02% 231
2018
Q3 		$91K Hold
406
– – 0.03% 224
2018
Q2 		$90K Buy
406
+100
+33% +$23.8K 0.03% 225
2018
Q1 		$77K Hold
306
– – 0.03% 201
2017
Q4 		$78K Hold
306
– – 0.04% 170
2017
Q3 		$73K Hold
306
– – 0.04% 157
2017
Q2 		$68K Buy
+306
New +$68K 0.03% 207

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BDO Wealth Advisors's GS Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Goldman Sachs (GS) stake by 11% in Q2 2023, selling an estimated $29.6K and leaving 731 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #244.

BDO Wealth Advisors first reported a position in GS in Q2 2017 and has held it in 25 quarters since. The position peaked at $339K in Q4 2022. 1,823 funds tracked by Wall St. Rank hold GS as of Q2 2023.

  • BDO Wealth Advisors held 731 shares of Goldman Sachs worth $236K as of Q2 2023.
  • BDO Wealth Advisors sold 90 Goldman Sachs shares in Q2 2023, an estimated $29.6K.
  • Goldman Sachs made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #244 holding.
  • BDO Wealth Advisors first reported a position in Goldman Sachs in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Goldman Sachs position peaked at $339K in Q4 2022.
  • 1,823 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.