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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 – 436
2015
Q3 		$2K Buy
+10
New +$1.96K ﹤0.01% 390

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Personal Financial Services's GS Position: Q3 2024 in Review

First Personal Financial Services reduced its Goldman Sachs (GS) stake by 98% in Q3 2024, selling an estimated $28.9K and leaving 1 share worth $496. The position accounts for ﹤0.01% of the portfolio, ranked #399.

First Personal Financial Services first reported a position in GS in Q3 2015 and has held it in 19 quarters since. The position peaked at $125K in Q3 2017. 2,206 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • First Personal Financial Services held 1 share of Goldman Sachs worth $496 as of Q3 2024.
  • First Personal Financial Services sold 59 Goldman Sachs shares in Q3 2024, an estimated $28.9K.
  • Goldman Sachs made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #399 holding.
  • First Personal Financial Services first reported a position in Goldman Sachs in Q3 2015 and has held it in 19 quarters since.
  • First Personal Financial Services's Goldman Sachs position peaked at $125K in Q3 2017.
  • 2,206 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.