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First Trust Direct Indexing’s Goldman Sachs GS Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-11,472
Closed -$5.68M – 384
2024
Q3 		$5.68M Buy
11,472
+1,260
+12% +$616K 0.3% 56
2024
Q2 		$4.62M Buy
10,212
+1,324
+15% +$581K 0.29% 59
2024
Q1 		$3.71M Buy
8,888
+1,112
+14% +$432K 0.28% 67
2023
Q4 		$3M Buy
7,776
+881
+13% +$294K 0.27% 72
2023
Q3 		$2.23M Buy
6,895
+309
+5% +$103K 0.26% 81
2023
Q2 		$2.12M Buy
6,586
+567
+9% +$186K 0.24% 89
2023
Q1 		$1.97M Sell
6,019
-201
-3% -$70K 0.23% 101
2022
Q4 		$2.14M Buy
6,220
+373
+6% +$130K 0.28% 78
2022
Q3 		$1.71M Buy
5,847
+126
+2% +$40.8K 0.25% 86
2022
Q2 		$1.7M Sell
5,721
-49
-0.8% -$15.3K 0.24% 92
2022
Q1 		$1.91M Buy
5,770
+52
+0.9% +$18.4K 0.23% 87
2021
Q4 		$2.19M Buy
5,718
+206
+4% +$81.6K 0.28% 69
2021
Q3 		$2.08M Buy
5,512
+252
+5% +$98.4K 0.3% 62
2021
Q2 		$2M Buy
5,260
+903
+21% +$323K 0.3% 64
2021
Q1 		$1.43M Buy
4,357
+267
+7% +$83.1K 0.38% 53
2020
Q4 		$1.08M Buy
+4,090
New +$910K 0.29% 68

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Direct Indexing's GS Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 11,472 shares — an estimated $5.68M sold.

First Trust Direct Indexing first reported a position in GS in Q4 2020 and held it in 16 quarters. The position peaked at $5.68M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 11,472 Goldman Sachs shares in Q4 2024, an estimated $5.68M.
  • First Trust Direct Indexing first reported a position in Goldman Sachs in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Goldman Sachs position peaked at $5.68M in Q3 2024.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.