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Bison Wealth’s Goldman Sachs GS Stock Holding History

Bison Wealth’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
Q4 		– Sell
-707
Closed -$350K – 362
2024
Q3 		$350K Sell
707
-5,507
-89% -$2.69M 0.06% 294
2024
Q2 		$2.6M Hold
6,214
– – 0.42% 60
2024
Q1 		$2.6M Sell
6,214
-130
-2% -$50.4K 0.42% 60
2023
Q4 		$2.45M Buy
6,344
+132
+2% +$44.1K 0.43% 53
2023
Q3 		$2.01M Sell
6,212
-13
-0.2% -$4.34K 0.39% 63
2023
Q2 		$2.01M Buy
6,225
+716
+13% +$235K 0.37% 67
2023
Q1 		$1.77M Sell
5,509
-45
-0.8% -$15.7K 0.55% 53
2022
Q4 		$1.99M Buy
5,554
+71
+1% +$24.7K 0.63% 45
2022
Q3 		$1.61M Buy
5,483
+4,486
+450% +$1.45M 0.63% 43
2022
Q2 		$296K Buy
997
+47
+5% +$14.6K 0.17% 144
2022
Q1 		$314K Buy
950
+270
+40% +$95.4K 0.16% 154
2021
Q4 		$260K Sell
680
-215
-24% -$85.1K 0.15% 155
2021
Q3 		$338K Sell
895
-30
-3% -$11.7K 0.15% 164
2021
Q2 		$351K Buy
925
+101
+12% +$36.1K 0.15% 165
2021
Q1 		$269K Buy
824
+26
+3% +$8.1K 0.12% 195
2020
Q4 		$211K Buy
+798
New +$178K 0.1% 215
2015
Q1 		– Sell
-1,106
Closed -$214K – 235
2014
Q4 		$214K Buy
+1,106
New +$208K 0.16% 168

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bison Wealth's GS Position: Q4 2024 in Review

Bison Wealth sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 707 shares — an estimated $350K sold.

Bison Wealth first reported a position in GS in Q4 2014 and held it in 17 quarters. The position peaked at $2.6M in Q2 2024. 2,462 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Bison Wealth reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 707 Goldman Sachs shares in Q4 2024, an estimated $350K.
  • Bison Wealth first reported a position in Goldman Sachs in Q4 2014 and held it in 17 quarters.
  • Bison Wealth's Goldman Sachs position peaked at $2.6M in Q2 2024.
  • 2,462 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.