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Fiduciary Planning’s Goldman Sachs GS Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-70
Closed -$23K – 140
2021
Q1 		$23K Buy
70
+69
+6,900% +$21.5K 0.03% 106
2020
Q4 		$0 Hold
1
– – ﹤0.01% 247
2020
Q3 		$0 Buy
+1
New +$203 ﹤0.01% 197

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fiduciary Planning's GS Position: Q2 2021 in Review

Fiduciary Planning sold out of Goldman Sachs (GS) in Q2 2021, closing a stake of 70 shares — an estimated $23K sold.

Fiduciary Planning first reported a position in GS in Q3 2020 and held it in 3 quarters. The position peaked at $23K in Q1 2021. 1,707 funds tracked by Wall St. Rank hold GS as of Q2 2021.

  • Fiduciary Planning reported no remaining Goldman Sachs position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 70 Goldman Sachs shares in Q2 2021, an estimated $23K.
  • Fiduciary Planning first reported a position in Goldman Sachs in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Goldman Sachs position peaked at $23K in Q1 2021.
  • 1,707 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.