CPR Investments’s Goldman Sachs GS Stock Holding History

CPR Investments’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 Q2	–	Sell	-1,562	Closed	-$516K	–	59
2022 Q1	$516K	Buy	1,562 +46	+3%	+$16.2K	0.43%	45
2021 Q4	$580K	Buy	+1,516	New	+$600K	0.42%	30

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPR Investments's GS Position: Q2 2022 in Review

CPR Investments sold out of Goldman Sachs (GS) in Q2 2022, closing a stake of 1,562 shares — an estimated $516K sold.

CPR Investments first reported a position in GS in Q4 2021 and held it in 2 quarters. The position peaked at $580K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold GS as of Q2 2022.

CPR Investments reported no remaining Goldman Sachs position as of Q2 2022 after selling out during the quarter.
CPR Investments sold 1,562 Goldman Sachs shares in Q2 2022, an estimated $516K.
CPR Investments first reported a position in Goldman Sachs in Q4 2021 and held it in 2 quarters.
CPR Investments's Goldman Sachs position peaked at $580K in Q4 2021.
1,770 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on CPR Investments's 13F filing for Q2 2022, filed 11 Aug 2022.