CW
GS.PRJ

Connectus Wealth’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History

Connectus Wealth’s Portfolio GS.PRJ Stock Details GS.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-234,465
Closed -$5.8M – 545
2022
Q3 		$5.8M Buy
+234,465
New +$5.79M 0.12% 168

Other funds holding GS.PRJ

BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Connectus Wealth's GS.PRJ Position: Q4 2022 in Review

Connectus Wealth sold out of GOLDMAN SACHS GROUP, INC. 5.50% SER J (GS.PRJ) in Q4 2022, closing a stake of 234,465 shares — an estimated $5.8M sold.

Connectus Wealth first reported a position in GS.PRJ in Q3 2022 and held it in 1 quarter. The position peaked at $5.8M in Q3 2022. 4 funds tracked by Wall St. Rank hold GS.PRJ as of Q4 2022.

  • Connectus Wealth reported no remaining GOLDMAN SACHS GROUP, INC. 5.50% SER J position as of Q4 2022 after selling out during the quarter.
  • Connectus Wealth sold 234,465 GOLDMAN SACHS GROUP, INC. 5.50% SER J shares in Q4 2022, an estimated $5.8M.
  • Connectus Wealth first reported a position in GOLDMAN SACHS GROUP, INC. 5.50% SER J in Q3 2022 and held it in 1 quarter.
  • Connectus Wealth's GOLDMAN SACHS GROUP, INC. 5.50% SER J position peaked at $5.8M in Q3 2022.
  • 4 funds tracked by Wall St. Rank held GOLDMAN SACHS GROUP, INC. 5.50% SER J as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.