BSWA
GS icon

Bromfield Sneider Wealth Advisors’s Goldman Sachs GS Stock Holding History

Bromfield Sneider 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
Q1 		$50.1K Hold
120
– – 0.03% 71
2023
Q4 		$46.3K Hold
120
– – 0.03% 70
2023
Q3 		$38.8K Hold
120
– – 0.03% 74
2023
Q2 		$38.7K Hold
120
– – 0.03% 76
2023
Q1 		$39.3K Hold
120
– – 0.03% 73
2022
Q4 		$41.2K Hold
120
– – 0.04% 66
2022
Q3 		$35K Hold
120
– – 0.04% 65
2022
Q2 		$36K Hold
120
– – 0.04% 66
2022
Q1 		$40K Buy
+120
New +$42.4K 0.04% 73

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's GS Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Goldman Sachs (GS) position steady in Q1 2024 at 120 shares worth $50.1K. The position accounts for 0.03% of the portfolio, ranked #71.

Bromfield Sneider Wealth Advisors first reported a position in GS in Q1 2022 and has held it in 9 quarters since. 2,047 funds tracked by Wall St. Rank hold GS as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 120 shares of Goldman Sachs worth $50.1K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors left its Goldman Sachs share count unchanged in Q1 2024.
  • Goldman Sachs made up 0.03% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #71 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in Goldman Sachs in Q1 2022 and has held it in 9 quarters since.
  • 2,047 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.