FOCUS Wealth Advisors’s Goldman Sachs GS Stock Holding History

FOCUS 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
2022 Q2	–	Sell	-5,146	Closed	-$1.7M	–	46
2022 Q1	$1.7M	Sell	5,146 -75	-1%	-$26.5K	1.01%	24
2021 Q4	$2M	Buy	5,221 +187	+4%	+$74K	1.2%	22
2021 Q3	$1.9M	Sell	5,034 -15	-0.3%	-$5.86K	1.29%	21
2021 Q2	$1.92M	Sell	5,049 -170	-3%	-$60.8K	1.33%	20
2021 Q1	$1.71M	Buy	5,219 +47	+0.9%	+$14.6K	1.26%	20
2020 Q4	$1.36M	Buy	+5,172	New	+$1.15M	1.05%	23

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FOCUS Wealth Advisors's GS Position: Q2 2022 in Review

FOCUS Wealth Advisors sold out of Goldman Sachs (GS) in Q2 2022, closing a stake of 5,146 shares — an estimated $1.7M sold.

FOCUS Wealth Advisors first reported a position in GS in Q4 2020 and held it in 6 quarters. The position peaked at $2M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold GS as of Q2 2022.

FOCUS Wealth Advisors reported no remaining Goldman Sachs position as of Q2 2022 after selling out during the quarter.
FOCUS Wealth Advisors sold 5,146 Goldman Sachs shares in Q2 2022, an estimated $1.7M.
FOCUS Wealth Advisors first reported a position in Goldman Sachs in Q4 2020 and held it in 6 quarters.
FOCUS Wealth Advisors's Goldman Sachs position peaked at $2M in Q4 2021.
1,771 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.