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Brophy Wealth Management’s Goldman Sachs GS Stock Holding History

Brophy 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
Q3 		$536K Buy
+1,082
New +$529K 0.19% 121

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Brophy Wealth Management's GS Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Goldman Sachs (GS) in Q3 2024: 1,082 shares worth $536K. The stake represents 0.19% of the portfolio and ranks #121 among its holdings.

2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Brophy Wealth Management held 1,082 shares of Goldman Sachs worth $536K as of Q3 2024.
  • Goldman Sachs was a new Brophy Wealth Management position in Q3 2024.
  • Goldman Sachs made up 0.19% of Brophy Wealth Management's portfolio in Q3 2024, its #121 holding.
  • 2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.