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Connectus Wealth’s Goldman Sachs GS Stock Holding History

Connectus Wealth’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
Q1 		$1.1M Buy
2,635
+165
+7% +$64K 0.03% 226
2023
Q4 		$954K Buy
+2,470
New +$824K 0.02% 338
2023
Q2 		– Sell
-3,828
Closed -$1.25M – 465
2023
Q1 		$1.25M Buy
+3,828
New +$1.33M 0.03% 267
2022
Q2 		– Sell
-7,776
Closed -$2.99M – 450
2022
Q1 		$2.99M Sell
7,776
-395
-5% -$140K 0.09% 131
2021
Q4 		$3.14M Buy
+8,171
New +$3.23M 0.12% 103

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Connectus Wealth's GS Position: Q1 2024 in Review

Connectus Wealth increased its Goldman Sachs (GS) stake by 6.7% in Q1 2024, buying an estimated $64K and bringing the position to 2,635 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #226.

Connectus Wealth first reported a position in GS in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.14M in Q4 2021. 2,044 funds tracked by Wall St. Rank hold GS as of Q1 2024.

  • Connectus Wealth held 2,635 shares of Goldman Sachs worth $1.1M as of Q1 2024.
  • Connectus Wealth bought 165 Goldman Sachs shares in Q1 2024, an estimated $64K.
  • Goldman Sachs made up 0.03% of Connectus Wealth's portfolio in Q1 2024, its #226 holding.
  • Connectus Wealth first reported a position in Goldman Sachs in Q4 2021 and has held it in 5 quarters since.
  • Connectus Wealth's Goldman Sachs position peaked at $3.14M in Q4 2021.
  • 2,044 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.