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Buckingham Strategic Wealth’s Goldman Sachs GS Stock Holding History

Buckingham Strategic 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
Q2 		$946K Sell
2,091
-317
-13% -$139K 0.01% 338
2024
Q1 		$1.01M Buy
2,408
+355
+17% +$138K 0.01% 335
2023
Q4 		$792K Buy
2,053
+231
+13% +$77.1K 0.01% 359
2023
Q3 		$589K Sell
1,822
-10
-0.5% -$3.34K 0.01% 387
2023
Q2 		$591K Buy
1,832
+184
+11% +$60.5K 0.01% 385
2023
Q1 		$566K Hold
1,648
– – 0.01% 353
2022
Q4 		$566K Sell
1,648
-232
-12% -$80.8K 0.01% 355
2022
Q3 		$551K Buy
1,880
+148
+9% +$48K 0.01% 347
2022
Q2 		$515K Sell
1,732
-81
-4% -$25.2K 0.01% 370
2022
Q1 		$599K Buy
1,813
+132
+8% +$46.6K 0.01% 337
2021
Q4 		$643K Buy
1,681
+189
+13% +$74.8K 0.01% 325
2021
Q3 		$564K Buy
1,492
+166
+13% +$64.8K 0.01% 334
2021
Q2 		$503K Buy
1,326
+80
+6% +$28.6K 0.01% 359
2021
Q1 		$408K Buy
1,246
+362
+41% +$113K 0.02% 371
2020
Q4 		$233K Buy
+884
New +$197K 0.01% 475
2020
Q1 		– Sell
-1,061
Closed -$244K – 486
2019
Q4 		$244K Buy
+1,061
New +$230K 0.02% 395
2018
Q4 		– Sell
-1,120
Closed -$251K – 369
2018
Q3 		$251K Buy
1,120
+145
+15% +$33.7K 0.04% 300
2018
Q2 		$215K Buy
+975
New +$233K 0.03% 332
2018
Q1 		– Sell
-1,074
Closed -$274K – 327
2017
Q4 		$274K Buy
1,074
+76
+8% +$18.6K 0.06% 251
2017
Q3 		$237K Sell
998
-26
-3% -$5.86K 0.06% 252
2017
Q2 		$227K Buy
+1,024
New +$228K 0.05% 262
2017
Q1 		– Sell
-1,133
Closed -$271K – 263
2016
Q4 		$271K Buy
+1,133
New +$230K 0.09% 180
2016
Q1 		– Sell
-1,285
Closed -$232K – 245
2015
Q4 		$232K Sell
1,285
-63
-5% -$11.7K 0.08% 170
2015
Q3 		$234K Sell
1,348
-20
-1% -$3.92K 0.08% 172
2015
Q2 		$286K Buy
+1,368
New +$279K 0.09% 161

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Buckingham Strategic Wealth's GS Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Goldman Sachs (GS) stake by 13% in Q2 2024, selling an estimated $139K and leaving 2,091 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #338.

Buckingham Strategic Wealth first reported a position in GS in Q2 2015 and has held it in 25 quarters since. The position peaked at $1.01M in Q1 2024. 2,132 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • Buckingham Strategic Wealth held 2,091 shares of Goldman Sachs worth $946K as of Q2 2024.
  • Buckingham Strategic Wealth sold 317 Goldman Sachs shares in Q2 2024, an estimated $139K.
  • Goldman Sachs made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #338 holding.
  • Buckingham Strategic Wealth first reported a position in Goldman Sachs in Q2 2015 and has held it in 25 quarters since.
  • Buckingham Strategic Wealth's Goldman Sachs position peaked at $1.01M in Q1 2024.
  • 2,132 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.