Delap Wealth Advisory’s Goldman Sachs GS Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-516	Closed	-$216K	–	197
2024 Q1	$216K	Buy	+516	New	+$200K	0.09%	226

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delap Wealth Advisory's GS Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 516 shares — an estimated $216K sold.

Delap Wealth Advisory first reported a position in GS in Q1 2024 and held it in 1 quarter. The position peaked at $216K in Q1 2024. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

Delap Wealth Advisory reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 516 Goldman Sachs shares in Q2 2024, an estimated $216K.
Delap Wealth Advisory first reported a position in Goldman Sachs in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Goldman Sachs position peaked at $216K in Q1 2024.
2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.