Blue Zone Wealth Advisors’s Goldman Sachs GS Stock Holding History

Blue Zone 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
2022 Q4	–	Sell	-10,900	Closed	-$3.19M	–	84
2022 Q3	$3.19M	Buy	10,900 +32	+0.3%	+$10.4K	1.65%	18
2022 Q2	$3.23M	Buy	10,868 +136	+1%	+$42.3K	1.46%	21
2022 Q1	$3.54M	Buy	10,732 +1,001	+10%	+$354K	1.32%	30
2021 Q4	$3.72M	Buy	9,731 +2,063	+27%	+$817K	1.23%	25
2021 Q3	$2.9M	Sell	7,668 -39	-0.5%	-$15.2K	1%	36
2021 Q2	$2.92M	Sell	7,707 -8	-0.1%	-$2.86K	1.1%	29
2021 Q1	$2.52M	Sell	7,715 -107	-1%	-$33.3K	1.07%	36
2020 Q4	$2.06M	Buy	7,822 +161	+2%	+$35.8K	1%	35
2020 Q3	$1.54M	Sell	7,661 -1,494	-16%	-$304K	0.87%	35
2020 Q2	$1.81M	Buy	+9,155	New	+$1.72M	1.01%	28

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Blue Zone Wealth Advisors's GS Position: Q4 2022 in Review

Blue Zone Wealth Advisors sold out of Goldman Sachs (GS) in Q4 2022, closing a stake of 10,900 shares — an estimated $3.19M sold.

Blue Zone Wealth Advisors first reported a position in GS in Q2 2020 and held it in 10 quarters. The position peaked at $3.72M in Q4 2021. 1,883 funds tracked by Wall St. Rank hold GS as of Q4 2022.

Blue Zone Wealth Advisors reported no remaining Goldman Sachs position as of Q4 2022 after selling out during the quarter.
Blue Zone Wealth Advisors sold 10,900 Goldman Sachs shares in Q4 2022, an estimated $3.19M.
Blue Zone Wealth Advisors first reported a position in Goldman Sachs in Q2 2020 and held it in 10 quarters.
Blue Zone Wealth Advisors's Goldman Sachs position peaked at $3.72M in Q4 2021.
1,883 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.