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Capital Financial Services’s Goldman Sachs GS Stock Holding History

Capital Financial Services’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
Q1 		– Sell
-546
Closed -$209K – 74
2021
Q4 		$209K Buy
546
+16
+3% +$6.33K 0.23% 69
2021
Q3 		$200K Buy
+530
New +$207K 0.24% 70

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Financial Services's GS Position: Q1 2022 in Review

Capital Financial Services sold out of Goldman Sachs (GS) in Q1 2022, closing a stake of 546 shares — an estimated $209K sold.

Capital Financial Services first reported a position in GS in Q3 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold GS as of Q1 2022.

  • Capital Financial Services reported no remaining Goldman Sachs position as of Q1 2022 after selling out during the quarter.
  • Capital Financial Services sold 546 Goldman Sachs shares in Q1 2022, an estimated $209K.
  • Capital Financial Services first reported a position in Goldman Sachs in Q3 2021 and held it in 2 quarters.
  • Capital Financial Services's Goldman Sachs position peaked at $209K in Q4 2021.
  • 1,832 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2022.

Based on Capital Financial Services's 13F filing for Q1 2022, filed 11 May 2022.