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C2C Wealth Management’s Goldman Sachs GS Stock Holding History

C2C 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
2023
Q4 		– Sell
-3,100
Closed -$986K – 143
2023
Q3 		$986K Hold
3,100
– – 0.14% 77
2023
Q2 		$1.01M Sell
3,100
-200
-6% -$65.8K 0.13% 81
2023
Q1 		$1.09M Sell
3,300
-1,250
-27% -$435K 0.18% 71
2022
Q4 		$1.6M Sell
4,550
-150
-3% -$52.2K 0.28% 38
2022
Q3 		$1.48M Hold
4,700
– – 0.29% 38
2022
Q2 		$1.5M Hold
4,700
– – 0.27% 41
2022
Q1 		$1.59M Buy
4,700
+828
+21% +$292K 0.27% 47
2021
Q4 		$1.48M Buy
+3,872
New +$1.53M 0.21% 54

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

C2C Wealth Management's GS Position: Q4 2023 in Review

C2C Wealth Management sold out of Goldman Sachs (GS) in Q4 2023, closing a stake of 3,100 shares — an estimated $986K sold.

C2C Wealth Management first reported a position in GS in Q4 2021 and held it in 8 quarters. The position peaked at $1.6M in Q4 2022. 1,968 funds tracked by Wall St. Rank hold GS as of Q4 2023.

  • C2C Wealth Management reported no remaining Goldman Sachs position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 3,100 Goldman Sachs shares in Q4 2023, an estimated $986K.
  • C2C Wealth Management first reported a position in Goldman Sachs in Q4 2021 and held it in 8 quarters.
  • C2C Wealth Management's Goldman Sachs position peaked at $1.6M in Q4 2022.
  • 1,968 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.