Financial Architects (New Jersey)’s Goldman Sachs GS Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-700	Closed	-$143K	–	1062
2019 Q2	$143K	Buy	700 +500	+250%	+$99K	0.03%	309
2019 Q1	$38K	Sell	200 -100	-33%	-$19.3K	0.01%	686
2018 Q4	$50K	Hold	300	–	–	0.01%	544
2018 Q3	$67K	Buy	+300	New	+$69.8K	0.01%	555
2018 Q2	–	Sell	-200	Closed	-$50K	–	1393
2018 Q1	$50K	Sell	200 -100	-33%	-$26K	0.01%	604
2017 Q4	$76K	Buy	300 +100	+50%	+$24.5K	0.01%	567
2017 Q3	$47K	Sell	200 -500	-71%	-$113K	0.01%	706
2017 Q2	$155K	Hold	700	–	–	0.03%	374
2017 Q1	$161K	Buy	+700	New	+$169K	0.03%	343
2015 Q3	–	Sell	-177	Closed	-$110K	–	499
2015 Q2	$110K	Buy	+177	New	+$36.1K	0.04%	286
2014 Q3	–	Sell	-1,000	Closed	-$4K	–	938
2014 Q2	$4K	Buy	+1,000	New	+$161K	﹤0.01%	811

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Architects (New Jersey)'s GS Position: Q2 2023 in Review

Financial Architects (New Jersey) sold out of Goldman Sachs (GS) in Q2 2023, closing a stake of 663 shares — an estimated $217K sold.

Financial Architects (New Jersey) first reported a position in GS in Q2 2013 and held it in 31 quarters. The position peaked at $8.97M in Q4 2017. 1,824 funds tracked by Wall St. Rank hold GS as of Q2 2023.

Financial Architects (New Jersey) reported no remaining Goldman Sachs position as of Q2 2023 after selling out during the quarter.
Financial Architects (New Jersey) sold 663 Goldman Sachs shares in Q2 2023, an estimated $217K.
Financial Architects (New Jersey) first reported a position in Goldman Sachs in Q2 2013 and held it in 31 quarters.
Financial Architects (New Jersey)'s Goldman Sachs position peaked at $8.97M in Q4 2017.
1,824 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.