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Copperwynd Financial’s Goldman Sachs GS Stock Holding History

Copperwynd Financial’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
Q1 		– Sell
-5,847
Closed -$2.01M – 141
2022
Q4 		$2.01M Buy
+5,847
New +$2.04M 1.13% 20
2021
Q4 		– Sell
-18,100
Closed -$6.84M – 119
2021
Q3 		$6.84M Buy
+18,100
New +$7.07M 2.82% 8

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperwynd Financial's GS Position: Q1 2023 in Review

Copperwynd Financial sold out of Goldman Sachs (GS) in Q1 2023, closing a stake of 5,847 shares — an estimated $2.01M sold.

Copperwynd Financial first reported a position in GS in Q3 2021 and held it in 2 quarters. The position peaked at $6.84M in Q3 2021. 1,811 funds tracked by Wall St. Rank hold GS as of Q1 2023.

  • Copperwynd Financial reported no remaining Goldman Sachs position as of Q1 2023 after selling out during the quarter.
  • Copperwynd Financial sold 5,847 Goldman Sachs shares in Q1 2023, an estimated $2.01M.
  • Copperwynd Financial first reported a position in Goldman Sachs in Q3 2021 and held it in 2 quarters.
  • Copperwynd Financial's Goldman Sachs position peaked at $6.84M in Q3 2021.
  • 1,811 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on Copperwynd Financial's 13F filing for Q1 2023, filed 28 Apr 2023.