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Cedar Wealth Management’s Goldman Sachs GS Stock Holding History

Cedar 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
Q2 		– Sell
-636
Closed -$266K – 322
2024
Q1 		$266K Sell
636
-6
-0.9% -$2.33K 0.09% 97
2023
Q4 		$248K Buy
642
+16
+3% +$5.34K 0.09% 97
2023
Q3 		$203K Hold
626
– – 0.08% 104
2023
Q2 		$202K Hold
626
– – 0.08% 105
2023
Q1 		$205K Buy
+626
New +$218K 0.08% 97
2021
Q3 		– Sell
-377
Closed -$143K – 271
2021
Q2 		$143K Hold
377
– – 0.06% 121
2021
Q1 		$123K Hold
377
– – 0.06% 115
2020
Q4 		$99K Hold
377
– – 0.05% 110
2020
Q3 		$76K Sell
377
-2
-0.5% -$407 0.05% 115
2020
Q2 		$75K Hold
379
– – 0.05% 113
2020
Q1 		$59K Sell
379
-102
-21% -$21.7K 0.04% 119
2019
Q4 		$111K Sell
481
-178
-27% -$38.6K 0.07% 75
2019
Q3 		$137K Sell
659
-50
-7% -$10.5K 0.09% 77
2019
Q2 		$145K Hold
709
– – 0.09% 78
2019
Q1 		$136K Sell
709
-180
-20% -$34.7K 0.09% 73
2018
Q4 		$149K Sell
889
-15
-2% -$3.03K 0.11% 63
2018
Q3 		$203K Sell
904
-40
-4% -$9.3K 0.11% 54
2018
Q2 		$208K Buy
944
+20
+2% +$4.77K 0.12% 48
2018
Q1 		$233K Buy
924
+7
+0.8% +$1.82K 0.14% 44
2017
Q4 		$234K Buy
917
+6
+0.7% +$1.47K 0.14% 40
2017
Q3 		$216K Sell
911
-16
-2% -$3.61K 0.13% 45
2017
Q2 		$206K Sell
927
-47
-5% -$10.4K 0.13% 47
2017
Q1 		$224K Sell
974
-9
-0.9% -$2.17K 0.14% 48
2016
Q4 		$235K Hold
983
– – 0.16% 45
2016
Q3 		$159K Buy
983
+37
+4% +$6.01K 0.11% 41
2016
Q2 		$141K Buy
946
+284
+43% +$44.3K 0.09% 57
2016
Q1 		$104K Buy
+662
New +$102K 0.07% 48

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cedar Wealth Management's GS Position: Q2 2024 in Review

Cedar Wealth Management sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 636 shares — an estimated $266K sold.

Cedar Wealth Management first reported a position in GS in Q1 2016 and held it in 27 quarters. The position peaked at $266K in Q1 2024. 2,132 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • Cedar Wealth Management reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 636 Goldman Sachs shares in Q2 2024, an estimated $266K.
  • Cedar Wealth Management first reported a position in Goldman Sachs in Q1 2016 and held it in 27 quarters.
  • Cedar Wealth Management's Goldman Sachs position peaked at $266K in Q1 2024.
  • 2,132 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Cedar Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.