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Criterion Capital Advisors’s Goldman Sachs GS Stock Holding History

Criterion Capital 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
2024
Q4 		$537K Hold
1,188
– – 0.34% 53
2024
Q3 		$537K Hold
1,188
– – 0.34% 53
2024
Q2 		$537K Hold
1,188
– – 0.34% 53
2024
Q1 		$496K Buy
1,188
+250
+27% +$97K 0.33% 53
2023
Q4 		$362K Buy
+938
New +$313K 0.26% 62

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Criterion Capital Advisors's GS Position: Q4 2024 in Review

Criterion Capital Advisors held its Goldman Sachs (GS) position steady in Q4 2024 at 1,188 shares worth $537K. The position accounts for 0.34% of the portfolio, ranked #53.

Criterion Capital Advisors first reported a position in GS in Q4 2023 and has held it in 5 quarters since. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Criterion Capital Advisors held 1,188 shares of Goldman Sachs worth $537K as of Q4 2024.
  • Criterion Capital Advisors left its Goldman Sachs share count unchanged in Q4 2024.
  • Goldman Sachs made up 0.34% of Criterion Capital Advisors's portfolio in Q4 2024, its #53 holding.
  • Criterion Capital Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 5 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.