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Curi Wealth Management’s Goldman Sachs GS Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-604
Closed -$233K – 55
2023
Q4 		$233K Sell
604
-72
-11% -$24K 0.03% 140
2023
Q3 		$219K Sell
676
-1,779
-72% -$594K 0.03% 138
2023
Q2 		$792K Sell
2,455
-181
-7% -$59.5K 0.11% 81
2023
Q1 		$862K Sell
2,636
-12
-0.5% -$4.18K 0.12% 80
2022
Q4 		$909K Buy
2,648
+41
+2% +$14.3K 0.13% 88
2022
Q3 		$764K Buy
2,607
+2,320
+808% +$752K 0.13% 86
2022
Q2 		$85K Buy
287
+1
+0.3% +$311 0.02% 186
2022
Q1 		$94K Buy
286
+97
+51% +$34.3K 0.02% 164
2021
Q4 		$72K Buy
+189
New +$74.8K 0.01% 164
2021
Q1 		– Sell
-110
Closed -$29K – 254
2020
Q4 		$29K Buy
+110
New +$24.5K 0.02% 182

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Curi Wealth Management's GS Position: Q1 2024 in Review

Curi Wealth Management sold out of Goldman Sachs (GS) in Q1 2024, closing a stake of 604 shares — an estimated $233K sold.

Curi Wealth Management first reported a position in GS in Q4 2020 and held it in 10 quarters. The position peaked at $909K in Q4 2022. 2,047 funds tracked by Wall St. Rank hold GS as of Q1 2024.

  • Curi Wealth Management reported no remaining Goldman Sachs position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 604 Goldman Sachs shares in Q1 2024, an estimated $233K.
  • Curi Wealth Management first reported a position in Goldman Sachs in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Goldman Sachs position peaked at $909K in Q4 2022.
  • 2,047 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.