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Doyle Wealth Management’s Goldman Sachs GS Stock Holding History

Doyle 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
2022
Q3 		$12.9M Buy
43,921
+228
+0.5% +$73.9K 1.11% 36
2022
Q2 		$13M Sell
43,693
-129
-0.3% -$40.2K 1.05% 39
2022
Q1 		$14.5M Sell
43,822
-146
-0.3% -$51.6K 1.04% 39
2021
Q4 		$16.8M Sell
43,968
-267
-0.6% -$106K 1.21% 33
2021
Q3 		$16.7M Sell
44,235
-346
-0.8% -$135K 1.33% 28
2021
Q2 		$16.9M Sell
44,581
-276
-0.6% -$98.8K 1.4% 25
2021
Q1 		$14.7M Sell
44,857
-827
-2% -$257K 1.4% 26
2020
Q4 		$12M Sell
45,684
-53
-0.1% -$11.8K 1.22% 31
2020
Q3 		$9.19M Sell
45,737
-43,034
-48% -$8.76M 1.07% 33
2020
Q2 		$17.5M Sell
88,771
-2,447
-3% -$459K 2.31% 9
2020
Q1 		$14.1M Buy
91,218
+283
+0.3% +$60.1K 2.24% 14
2019
Q4 		$20.9M Buy
90,935
+1,106
+1% +$240K 2.61% 6
2019
Q3 		$18.6M Sell
89,829
-1,857
-2% -$388K 2.57% 8
2019
Q2 		$18.8M Buy
91,686
+326
+0.4% +$64.5K 2.59% 8
2019
Q1 		$18.5M Buy
91,360
+600
+0.7% +$116K 2.68% 9
2018
Q4 		$15.2M Buy
90,760
+41,361
+84% +$8.34M 2.56% 11
2018
Q3 		$11.1M Buy
49,399
+1,888
+4% +$439K 1.72% 21
2018
Q2 		$10.5M Buy
47,511
+739
+2% +$176K 1.73% 23
2018
Q1 		$11.8M Buy
46,772
+694
+2% +$181K 1.98% 18
2017
Q4 		$11.7M Buy
46,078
+211
+0.5% +$51.8K 1.98% 19
2017
Q3 		$10.9M Buy
45,867
+1,742
+4% +$393K 1.9% 21
2017
Q2 		$9.79M Buy
44,125
+5,376
+14% +$1.19M 1.81% 23
2017
Q1 		$8.9M Buy
+38,749
New +$9.36M 1.81% 19

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Doyle Wealth Management's GS Position: Q3 2022 in Review

Doyle Wealth Management increased its Goldman Sachs (GS) stake by 0.52% in Q3 2022, buying an estimated $73.9K and bringing the position to 43,921 shares worth $12.9M. The position accounts for 1.11% of the portfolio, ranked #36.

Doyle Wealth Management first reported a position in GS in Q1 2017 and has held it in 23 quarters since. The position peaked at $20.9M in Q4 2019. 1,744 funds tracked by Wall St. Rank hold GS as of Q3 2022.

  • Doyle Wealth Management held 43,921 shares of Goldman Sachs worth $12.9M as of Q3 2022.
  • Doyle Wealth Management bought 228 Goldman Sachs shares in Q3 2022, an estimated $73.9K.
  • Goldman Sachs made up 1.11% of Doyle Wealth Management's portfolio in Q3 2022, its #36 holding.
  • Doyle Wealth Management first reported a position in Goldman Sachs in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Goldman Sachs position peaked at $20.9M in Q4 2019.
  • 1,744 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.