Clear Perspective Advisors’s Goldman Sachs GS Stock Holding History

Clear Perspective 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
2021 Q4	$203K	Hold	531	–	–	0.06%	176
2021 Q3	$201K	Hold	531	–	–	0.07%	163
2021 Q2	$202K	Buy	+531	New	+$190K	0.07%	161
2020 Q1	–	Sell	-900	Closed	-$207K	–	117
2019 Q4	$207K	Buy	+900	New	+$195K	0.13%	130
2019 Q2	–	Sell	-1,365	Closed	-$276K	–	190
2019 Q1	$276K	Buy	1,365 +100	+8%	+$19.3K	0.2%	113
2018 Q4	$211K	Buy	1,265 +175	+16%	+$35.3K	0.18%	131
2018 Q3	$244K	Buy	1,090 +20	+2%	+$4.65K	0.18%	127
2018 Q2	$236K	Buy	1,070 +952	+807%	+$227K	0.17%	125
2018 Q1	$30K	Buy	+118	New	+$30.7K	0.02%	272

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Clear Perspective Advisors's GS Position: Q4 2021 in Review

Clear Perspective Advisors held its Goldman Sachs (GS) position steady in Q4 2021 at 531 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #176.

Clear Perspective Advisors first reported a position in GS in Q1 2018 and has held it in 9 quarters since. The position peaked at $276K in Q1 2019. 1,885 funds tracked by Wall St. Rank hold GS as of Q4 2021.

Clear Perspective Advisors held 531 shares of Goldman Sachs worth $203K as of Q4 2021.
Clear Perspective Advisors left its Goldman Sachs share count unchanged in Q4 2021.
Goldman Sachs made up 0.06% of Clear Perspective Advisors's portfolio in Q4 2021, its #176 holding.
Clear Perspective Advisors first reported a position in Goldman Sachs in Q1 2018 and has held it in 9 quarters since.
Clear Perspective Advisors's Goldman Sachs position peaked at $276K in Q1 2019.
1,885 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.