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BerganKDV Wealth Management’s Goldman Sachs GS Stock Holding History

BerganKDV 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
Q2 		$1.94K Sell
6
-35
-85% -$11.5K ﹤0.01% 691
2023
Q1 		$13.3K Buy
41
+16
+64% +$5.57K ﹤0.01% 563
2022
Q4 		$8.44K Hold
25
– – ﹤0.01% 602
2022
Q3 		$7K Sell
25
-17
-40% -$5.51K ﹤0.01% 625
2022
Q2 		$13K Buy
42
+2
+5% +$623 ﹤0.01% 547
2022
Q1 		$13K Hold
40
– – ﹤0.01% 575
2021
Q4 		$15K Hold
40
– – ﹤0.01% 584
2021
Q3 		$15K Hold
40
– – ﹤0.01% 571
2021
Q2 		$15K Hold
40
– – ﹤0.01% 550
2021
Q1 		$13K Hold
40
– – ﹤0.01% 541
2020
Q4 		$11K Buy
40
+14
+54% +$3.12K ﹤0.01% 554
2020
Q3 		$5K Hold
26
– – ﹤0.01% 580
2020
Q2 		$5K Sell
26
-8
-24% -$1.5K ﹤0.01% 627
2020
Q1 		$5K Buy
34
+4
+13% +$849 ﹤0.01% 582
2019
Q4 		$7K Buy
+30
New +$6.51K ﹤0.01% 564
2018
Q3 		– Sell
-3
Closed -$1K – 628
2018
Q2 		$1K Buy
+3
New +$715 ﹤0.01% 628

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

BerganKDV Wealth Management's GS Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Goldman Sachs (GS) stake by 85% in Q2 2023, selling an estimated $11.5K and leaving 6 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

BerganKDV Wealth Management first reported a position in GS in Q2 2018 and has held it in 16 quarters since. The position peaked at $15K in Q4 2021. 1,823 funds tracked by Wall St. Rank hold GS as of Q2 2023.

  • BerganKDV Wealth Management held 6 shares of Goldman Sachs worth $1.94K as of Q2 2023.
  • BerganKDV Wealth Management sold 35 Goldman Sachs shares in Q2 2023, an estimated $11.5K.
  • Goldman Sachs made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #691 holding.
  • BerganKDV Wealth Management first reported a position in Goldman Sachs in Q2 2018 and has held it in 16 quarters since.
  • BerganKDV Wealth Management's Goldman Sachs position peaked at $15K in Q4 2021.
  • 1,823 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.