Cooper/Haims Advisors’s Goldman Sachs GS Stock Holding History

Cooper/Haims 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
2022 Q3	–	Sell	-845	Closed	-$251K	–	73
2022 Q2	$251K	Buy	+845	New	+$263K	0.16%	62

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cooper/Haims Advisors's GS Position: Q3 2022 in Review

Cooper/Haims Advisors sold out of Goldman Sachs (GS) in Q3 2022, closing a stake of 845 shares — an estimated $251K sold.

Cooper/Haims Advisors first reported a position in GS in Q2 2022 and held it in 1 quarter. The position peaked at $251K in Q2 2022. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2022.

Cooper/Haims Advisors reported no remaining Goldman Sachs position as of Q3 2022 after selling out during the quarter.
Cooper/Haims Advisors sold 845 Goldman Sachs shares in Q3 2022, an estimated $251K.
Cooper/Haims Advisors first reported a position in Goldman Sachs in Q2 2022 and held it in 1 quarter.
Cooper/Haims Advisors's Goldman Sachs position peaked at $251K in Q2 2022.
1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2022.

Based on Cooper/Haims Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.