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FDx Advisors’s Goldman Sachs GS Stock Holding History

FDx Advisors’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
-540
Closed -$226K – 264
2024
Q1 		$226K Buy
+540
New +$210K 0.03% 327
2020
Q1 		– Sell
-1,041
Closed -$239K – 564
2019
Q4 		$239K Sell
1,041
-329
-24% -$71.4K 0.01% 550
2019
Q3 		$284K Buy
+1,370
New +$287K 0.02% 498
2019
Q1 		– Sell
-1,544
Closed -$258K – 795
2018
Q4 		$258K Sell
1,544
-2,943
-66% -$594K 0.02% 451
2018
Q3 		$1.01M Buy
4,487
+2,597
+137% +$604K 0.04% 340
2018
Q2 		$417K Sell
1,890
-6,598
-78% -$1.57M 0.02% 608
2018
Q1 		$2.14M Buy
8,488
+871
+11% +$227K 0.06% 274
2017
Q4 		$1.94M Sell
7,617
-1,134
-13% -$278K 0.05% 326
2017
Q3 		$2.08M Buy
8,751
+1,162
+15% +$262K 0.06% 300
2017
Q2 		$1.68M Buy
7,589
+1,039
+16% +$231K 0.05% 354
2017
Q1 		$1.5M Sell
6,550
-1,079
-14% -$261K 0.05% 389
2016
Q4 		$1.83M Buy
7,629
+5,652
+286% +$1.15M 0.05% 311
2016
Q3 		$319K Buy
1,977
+505
+34% +$82.1K 0.01% 756
2016
Q2 		$219K Sell
1,472
-627
-30% -$97.8K 0.01% 814
2016
Q1 		$330K Sell
2,099
-670
-24% -$104K 0.02% 699
2015
Q4 		$499K Buy
+2,769
New +$515K 0.02% 561
2015
Q3 		– Sell
-2,558
Closed -$533K – 790
2015
Q2 		$533K Buy
2,558
+758
+42% +$154K 0.03% 555
2015
Q1 		$330K Sell
1,800
-269
-13% -$50K 0.01% 1167
2014
Q4 		$401K Buy
2,069
+218
+12% +$41K 0.02% 620
2014
Q3 		$340K Sell
1,851
-199
-10% -$35K 0.02% 742
2014
Q2 		$343K Sell
2,050
-3,227
-61% -$521K 0.02% 732
2014
Q1 		$865K Buy
5,277
+795
+18% +$134K 0.07% 279
2013
Q4 		$794K Sell
4,482
-3,702
-45% -$611K 0.08% 248
2013
Q3 		$1.29M Buy
8,184
+2,043
+33% +$329K 0.15% 138
2013
Q2 		$929K Buy
+6,141
New +$937K 0.12% 160

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FDx Advisors's GS Position: Q2 2024 in Review

FDx Advisors sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 540 shares — an estimated $226K sold.

FDx Advisors first reported a position in GS in Q2 2013 and held it in 25 quarters. The position peaked at $2.14M in Q1 2018. 2,132 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • FDx Advisors reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
  • FDx Advisors sold 540 Goldman Sachs shares in Q2 2024, an estimated $226K.
  • FDx Advisors first reported a position in Goldman Sachs in Q2 2013 and held it in 25 quarters.
  • FDx Advisors's Goldman Sachs position peaked at $2.14M in Q1 2018.
  • 2,132 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.