Beam Wealth Advisors’s Goldman Sachs GS Stock Holding History

Beam 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
2024 Q3	–	Sell	-14,322	Closed	-$316K	–	103
2024 Q2	$316K	Buy	+14,322	New	+$6.28M	0.11%	98

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

Beam Wealth Advisors's GS Position: Q3 2024 in Review

Beam Wealth Advisors sold out of Goldman Sachs (GS) in Q3 2024, closing a stake of 14,322 shares — an estimated $316K sold.

Beam Wealth Advisors first reported a position in GS in Q2 2024 and held it in 1 quarter. The position peaked at $316K in Q2 2024. 2,202 funds tracked by Wall St. Rank hold GS as of Q3 2024.

Beam Wealth Advisors reported no remaining Goldman Sachs position as of Q3 2024 after selling out during the quarter.
Beam Wealth Advisors sold 14,322 Goldman Sachs shares in Q3 2024, an estimated $316K.
Beam Wealth Advisors first reported a position in Goldman Sachs in Q2 2024 and held it in 1 quarter.
Beam Wealth Advisors's Goldman Sachs position peaked at $316K in Q2 2024.
2,202 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Beam Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.