Colony Family Offices’s Goldman Sachs GS Stock Holding History

Colony Family Offices’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
2023 Q2	–	Sell	-2,260	Closed	-$739K	–	65
2023 Q1	$739K	Buy	+2,260	New	+$787K	0.28%	41

Other funds holding GS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Colony Family Offices's GS Position: Q2 2023 in Review

Colony Family Offices sold out of Goldman Sachs (GS) in Q2 2023, closing a stake of 2,260 shares — an estimated $739K sold.

Colony Family Offices first reported a position in GS in Q1 2023 and held it in 1 quarter. The position peaked at $739K in Q1 2023. 1,825 funds tracked by Wall St. Rank hold GS as of Q2 2023.

Colony Family Offices reported no remaining Goldman Sachs position as of Q2 2023 after selling out during the quarter.
Colony Family Offices sold 2,260 Goldman Sachs shares in Q2 2023, an estimated $739K.
Colony Family Offices first reported a position in Goldman Sachs in Q1 2023 and held it in 1 quarter.
Colony Family Offices's Goldman Sachs position peaked at $739K in Q1 2023.
1,825 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on Colony Family Offices's 13F filing for Q2 2023, filed 27 Jul 2023.