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Cedar Brook Financial Partners’s Goldman Sachs GS Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-1,762
Closed -$736K – 178
2024
Q1 		$736K Buy
1,762
+10
+0.6% +$3.88K 0.15% 161
2023
Q4 		$665K Buy
1,752
+73
+4% +$24.4K 0.15% 154
2023
Q3 		$543K Sell
1,679
-60
-3% -$20K 0.14% 159
2023
Q2 		$561K Buy
1,739
+6
+0.3% +$1.97K 0.13% 161
2023
Q1 		$567K Buy
1,733
+393
+29% +$137K 0.15% 161
2022
Q4 		$460K Buy
1,340
+88
+7% +$30.6K 0.13% 188
2022
Q3 		$367K Sell
1,252
-5
-0.4% -$1.62K 0.12% 204
2022
Q2 		$373K Sell
1,257
-8
-0.6% -$2.49K 0.12% 203
2022
Q1 		$418K Sell
1,265
-22
-2% -$7.77K 0.11% 207
2021
Q4 		$492K Buy
1,287
+81
+7% +$32.1K 0.13% 184
2021
Q3 		$456K Sell
1,206
-151
-11% -$59K 0.14% 179
2021
Q2 		$515K Buy
1,357
+42
+3% +$15K 0.15% 174
2021
Q1 		$430K Sell
1,315
-13
-1% -$4.05K 0.15% 164
2020
Q4 		$350K Buy
1,328
+36
+3% +$8.01K 0.12% 187
2020
Q3 		$260K Sell
1,292
-3
-0.2% -$610 0.1% 224
2020
Q2 		$256K Sell
1,295
-129
-9% -$24.2K 0.11% 221
2020
Q1 		$220K Buy
1,424
+105
+8% +$22.3K 0.12% 210
2019
Q4 		$303K Sell
1,319
-440
-25% -$95.5K 0.13% 204
2019
Q3 		$364K Sell
1,759
-20
-1% -$4.18K 0.16% 184
2019
Q2 		$364K Sell
1,779
-70
-4% -$13.9K 0.17% 176
2019
Q1 		$355K Buy
1,849
+501
+37% +$96.7K 0.17% 177
2018
Q4 		$225K Buy
+1,348
New +$272K 0.14% 206

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cedar Brook Financial Partners's GS Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 1,762 shares — an estimated $736K sold.

Cedar Brook Financial Partners first reported a position in GS in Q4 2018 and held it in 22 quarters. The position peaked at $736K in Q1 2024. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,762 Goldman Sachs shares in Q2 2024, an estimated $736K.
  • Cedar Brook Financial Partners first reported a position in Goldman Sachs in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Goldman Sachs position peaked at $736K in Q1 2024.
  • 2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.