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Beaird Harris Wealth Management’s Goldman Sachs GS Stock Holding History

Beaird Harris 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
2022
Q1 		– Sell
-350
Closed -$134K – 648
2021
Q4 		$134K Buy
+350
New +$139K 0.05% 136

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beaird Harris Wealth Management's GS Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Goldman Sachs (GS) in Q1 2022, closing a stake of 350 shares — an estimated $134K sold.

Beaird Harris Wealth Management first reported a position in GS in Q4 2021 and held it in 1 quarter. The position peaked at $134K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold GS as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Goldman Sachs position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 350 Goldman Sachs shares in Q1 2022, an estimated $134K.
  • Beaird Harris Wealth Management first reported a position in Goldman Sachs in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Goldman Sachs position peaked at $134K in Q4 2021.
  • 1,832 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.