Cassady Schiller Wealth Management’s Goldman Sachs GS Stock Holding History

Cassady Schiller 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 Q4	$10.3K	Buy	+18	New	+$10K	﹤0.01%	337
2024 Q2	–	Sell	-160	Closed	-$66.8K	–	478
2024 Q1	$66.8K	Hold	160	–	–	0.03%	187
2023 Q4	$61.7K	Hold	160	–	–	0.03%	186
2023 Q3	$51.8K	Hold	160	–	–	0.03%	192
2023 Q2	$51.6K	Hold	160	–	–	0.03%	193
2023 Q1	$52.3K	Hold	160	–	–	0.02%	194
2022 Q4	$54.9K	Buy	+160	New	+$55.7K	0.03%	186
2022 Q1	–	Sell	-169	Closed	-$65K	–	303
2021 Q4	$65K	Buy	+169	New	+$66.9K	0.04%	177

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cassady Schiller Wealth Management's GS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Goldman Sachs (GS) in Q4 2024: 18 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in GS as recently as Q1 2024.

Cassady Schiller Wealth Management first reported a position in GS in Q4 2021 and has held it in 8 quarters since. The position peaked at $66.8K in Q1 2024. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

Cassady Schiller Wealth Management held 18 shares of Goldman Sachs worth $10.3K as of Q4 2024.
Goldman Sachs was a new Cassady Schiller Wealth Management position in Q4 2024.
Goldman Sachs made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #337 holding.
Cassady Schiller Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 8 quarters since.
Cassady Schiller Wealth Management's Goldman Sachs position peaked at $66.8K in Q1 2024.
2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.