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First Trust Investment Solutions’s Goldman Sachs GS Stock Holding History

First Trust Investment Solutions’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 		$465K Sell
939
-111
-11% -$54.3K 0.05% 190
2024
Q2 		$475K Buy
1,050
+446
+74% +$196K 0.07% 172
2024
Q1 		$252K Sell
604
-263
-30% -$102K 0.04% 215
2023
Q4 		$334K Buy
+867
New +$289K 0.07% 161

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Investment Solutions's GS Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Goldman Sachs (GS) stake by 11% in Q3 2024, selling an estimated $54.3K and leaving 939 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #190.

First Trust Investment Solutions first reported a position in GS in Q4 2023 and has held it in 4 quarters since. The position peaked at $475K in Q2 2024. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • First Trust Investment Solutions held 939 shares of Goldman Sachs worth $465K as of Q3 2024.
  • First Trust Investment Solutions sold 111 Goldman Sachs shares in Q3 2024, an estimated $54.3K.
  • Goldman Sachs made up 0.05% of First Trust Investment Solutions's portfolio in Q3 2024, its #190 holding.
  • First Trust Investment Solutions first reported a position in Goldman Sachs in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Goldman Sachs position peaked at $475K in Q2 2024.
  • 2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.