Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FPFS
First Personal Financial Services’s
Goldman Sachs
GS
Stock Holding History
First Personal Financial Services’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
Q3
$496
Sell
1
-59
-98%
-$28.9K
﹤0.01%
399
2024
Q2
$27.1K
Hold
60
–
–
0.01%
221
2024
Q1
$25.1K
Buy
+60
New
+$23.3K
0.01%
228
2020
Q1
–
Sell
-18
Closed
-$4K
–
390
2019
Q4
$4K
Sell
18
-118
-87%
-$25.6K
﹤0.01%
320
2019
Q3
$28K
Sell
136
-10
-7%
-$2.09K
0.01%
297
2019
Q2
$30K
Buy
146
+17
+13%
+$3.37K
0.01%
356
2019
Q1
$25K
Sell
129
-18
-12%
-$3.47K
0.01%
370
2018
Q4
$25K
Sell
147
-41
-22%
-$8.27K
0.01%
346
2018
Q3
$42K
Buy
188
+54
+40%
+$12.6K
0.01%
311
2018
Q2
$30K
Sell
134
-54
-29%
-$12.9K
0.01%
340
2018
Q1
$47K
Sell
188
-127
-40%
-$33.1K
0.01%
449
2017
Q4
$80K
Sell
315
-210
-40%
-$51.5K
0.02%
376
2017
Q3
$125K
Hold
525
–
–
0.03%
278
2017
Q2
$116K
Buy
525
+366
+230%
+$81.3K
0.03%
290
2017
Q1
$37K
Hold
159
–
–
0.01%
453
2016
Q4
$38K
Buy
159
+70
+79%
+$14.2K
0.01%
424
2016
Q3
$14K
Buy
89
+70
+368%
+$11.4K
﹤0.01%
500
2016
Q2
$3K
Buy
+19
New
+$2.96K
﹤0.01%
733
2015
Q4
–
Sell
-10
Closed
-$2K
–
437
2015
Q3
$2K
Buy
+10
New
+$1.96K
﹤0.01%
390
Other funds holding GS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close