FourThought Financial’s Goldman Sachs GS Stock Holding History

FourThought Financial’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 Q3	$2.92M	Sell	9,966 -663	-6%	-$215K	0.43%	61
2022 Q2	$3.16M	Sell	10,629 -26,626	-71%	-$8.29M	0.46%	56
2022 Q1	$12.3M	Buy	37,255 +675	+2%	+$238K	1.56%	11
2021 Q4	$14M	Buy	36,580 +383	+1%	+$152K	1.76%	9
2021 Q3	$13.7M	Buy	36,197 +213	+0.6%	+$83.2K	1.83%	7
2021 Q2	$13.7M	Sell	35,984 -1,350	-4%	-$483K	1.83%	6
2021 Q1	$12.2M	Buy	37,334 +4,767	+15%	+$1.48M	1.77%	5
2020 Q4	$8.59M	Buy	+32,567	New	+$7.25M	1.37%	14

Other funds holding GS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FourThought Financial's GS Position: Q3 2022 in Review

FourThought Financial reduced its Goldman Sachs (GS) stake by 6.2% in Q3 2022, selling an estimated $215K and leaving 9,966 shares worth $2.92M. The position accounts for 0.43% of the portfolio, ranked #61.

FourThought Financial first reported a position in GS in Q4 2020 and has held it in 8 quarters since. The position peaked at $14M in Q4 2021. 1,744 funds tracked by Wall St. Rank hold GS as of Q3 2022.

FourThought Financial held 9,966 shares of Goldman Sachs worth $2.92M as of Q3 2022.
FourThought Financial sold 663 Goldman Sachs shares in Q3 2022, an estimated $215K.
Goldman Sachs made up 0.43% of FourThought Financial's portfolio in Q3 2022, its #61 holding.
FourThought Financial first reported a position in Goldman Sachs in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Goldman Sachs position peaked at $14M in Q4 2021.
1,744 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.