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Carolina Wealth Advisors’s Goldman Sachs GS Stock Holding History

Carolina 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
Q3 		– Sell
-8
Closed -$3.62K – 345
2024
Q2 		$3.62K Sell
8
-2
-20% -$878 ﹤0.01% 175
2024
Q1 		$4.18K Hold
10
– – ﹤0.01% 178
2023
Q4 		$3.86K Hold
10
– – ﹤0.01% 192
2023
Q3 		$3.23K Hold
10
– – ﹤0.01% 205
2023
Q2 		$3.23K Hold
10
– – ﹤0.01% 198
2023
Q1 		$3.27K Hold
10
– – ﹤0.01% 201
2022
Q4 		$3K Hold
10
– – ﹤0.01% 191
2022
Q3 		$3K Hold
10
– – ﹤0.01% 193
2022
Q2 		$3K Hold
10
– – ﹤0.01% 215
2022
Q1 		$3K Buy
+10
New +$3.53K ﹤0.01% 232

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

Carolina Wealth Advisors's GS Position: Q3 2024 in Review

Carolina Wealth Advisors sold out of Goldman Sachs (GS) in Q3 2024, closing a stake of 8 shares — an estimated $3.62K sold.

Carolina Wealth Advisors first reported a position in GS in Q1 2022 and held it in 10 quarters. The position peaked at $4.18K in Q1 2024. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Carolina Wealth Advisors reported no remaining Goldman Sachs position as of Q3 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 8 Goldman Sachs shares in Q3 2024, an estimated $3.62K.
  • Carolina Wealth Advisors first reported a position in Goldman Sachs in Q1 2022 and held it in 10 quarters.
  • Carolina Wealth Advisors's Goldman Sachs position peaked at $4.18K in Q1 2024.
  • 2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Carolina Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.