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Fairhaven Wealth Management’s Goldman Sachs GS Stock Holding History

Fairhaven 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
Q2 		– Sell
-577
Closed -$241K – 124
2024
Q1 		$241K Sell
577
-503
-47% -$195K 0.08% 103
2023
Q4 		$417K Sell
1,080
-497
-32% -$166K 0.15% 65
2023
Q3 		$510K Buy
+1,577
New +$527K 0.2% 60

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fairhaven Wealth Management's GS Position: Q2 2024 in Review

Fairhaven Wealth Management sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 577 shares — an estimated $241K sold.

Fairhaven Wealth Management first reported a position in GS in Q3 2023 and held it in 3 quarters. The position peaked at $510K in Q3 2023. 2,128 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • Fairhaven Wealth Management reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
  • Fairhaven Wealth Management sold 577 Goldman Sachs shares in Q2 2024, an estimated $241K.
  • Fairhaven Wealth Management first reported a position in Goldman Sachs in Q3 2023 and held it in 3 quarters.
  • Fairhaven Wealth Management's Goldman Sachs position peaked at $510K in Q3 2023.
  • 2,128 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Fairhaven Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.