BKM Wealth Management’s Goldman Sachs GS Stock Holding History

BKM 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
2024 Q1	–	Sell	-82	Closed	-$31.6K	–	337
2023 Q4	$31.6K	Buy	+82	New	+$27.4K	0.01%	313

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BKM Wealth Management's GS Position: Q1 2024 in Review

BKM Wealth Management sold out of Goldman Sachs (GS) in Q1 2024, closing a stake of 82 shares — an estimated $31.6K sold.

BKM Wealth Management first reported a position in GS in Q4 2023 and held it in 1 quarter. The position peaked at $31.6K in Q4 2023. 2,045 funds tracked by Wall St. Rank hold GS as of Q1 2024.

BKM Wealth Management reported no remaining Goldman Sachs position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 82 Goldman Sachs shares in Q1 2024, an estimated $31.6K.
BKM Wealth Management first reported a position in Goldman Sachs in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Goldman Sachs position peaked at $31.6K in Q4 2023.
2,045 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.