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Elmwood Wealth Management’s Goldman Sachs GS Stock Holding History

Elmwood 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
Q1 		– Sell
-30
Closed -$11K – 189
2021
Q4 		$11K Buy
+30
New +$11.9K 0.01% 286
2021
Q2 		$11K Hold
30
– – 0.01% 254
2021
Q1 		$10K Buy
+30
New +$9.34K 0.01% 250
2020
Q3 		$6K Hold
30
– – ﹤0.01% 205
2020
Q2 		$6K Buy
+30
New +$5.63K ﹤0.01% 205
2019
Q4 		– Sell
-50
Closed -$11K – 148
2019
Q3 		$11K Hold
50
– – 0.01% 177
2019
Q2 		$10K Buy
50
+25
+100% +$4.95K 0.01% 194
2019
Q1 		$5K Hold
25
– – ﹤0.01% 219
2018
Q4 		$4K Buy
+25
New +$5.04K ﹤0.01% 241

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elmwood Wealth Management's GS Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Goldman Sachs (GS) in Q1 2022, closing a stake of 30 shares — an estimated $11K sold.

Elmwood Wealth Management first reported a position in GS in Q4 2018 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold GS as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Goldman Sachs position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 30 Goldman Sachs shares in Q1 2022, an estimated $11K.
  • Elmwood Wealth Management first reported a position in Goldman Sachs in Q4 2018 and held it in 9 quarters.
  • Elmwood Wealth Management's Goldman Sachs position peaked at $11K in Q4 2021.
  • 1,832 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.