FSWA
GS icon

Financial Synergies Wealth Advisors’s Goldman Sachs GS Stock Holding History

Financial Synergies Wealth 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
-4
Closed -$1.67K – 221
2024
Q1 		$1.67K Hold
4
– – ﹤0.01% 343
2023
Q4 		$1.37K Hold
4
– – ﹤0.01% 291
2023
Q3 		$1.29K Hold
4
– – ﹤0.01% 347
2023
Q2 		$1.29K Hold
4
– – ﹤0.01% 340
2023
Q1 		$1.31K Hold
4
– – ﹤0.01% 352
2022
Q4 		$1.37K Buy
+4
New +$1.39K ﹤0.01% 291

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

Financial Synergies Wealth Advisors's GS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 4 shares — an estimated $1.67K sold.

Financial Synergies Wealth Advisors first reported a position in GS in Q4 2022 and held it in 6 quarters. The position peaked at $1.67K in Q1 2024. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 Goldman Sachs shares in Q2 2024, an estimated $1.67K.
  • Financial Synergies Wealth Advisors first reported a position in Goldman Sachs in Q4 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's Goldman Sachs position peaked at $1.67K in Q1 2024.
  • 2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.