FWM
GS icon

Frontier Wealth Management’s Goldman Sachs GS Stock Holding History

Frontier Wealth Management’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 		$320K Buy
1,076
+1
+0.1% +$311 0.02% 293
2022
Q1 		$344K Sell
1,075
-145
-12% -$51.2K ﹤0.01% 292
2021
Q4 		$467K Buy
1,220
+51
+4% +$20.2K 0.03% 272
2021
Q3 		$442K Hold
1,169
– – 0.03% 278
2021
Q2 		$444K Buy
1,169
+51
+5% +$18.2K 0.03% 274
2021
Q1 		$366K Hold
1,118
– – 0.03% 278
2020
Q4 		$295K Buy
1,118
+26
+2% +$5.79K 0.02% 295
2020
Q3 		$220K Buy
1,092
+75
+7% +$15.3K 0.02% 327
2020
Q2 		$201K Buy
+1,017
New +$191K 0.02% 326
2020
Q1 		– Sell
-7,029
Closed -$1.62M – 308
2019
Q4 		$1.62M Buy
7,029
+108
+2% +$23.4K 0.26% 89
2019
Q3 		$1.43M Buy
6,921
+50
+0.7% +$10.5K 0.21% 100
2019
Q2 		$1.41M Sell
6,871
-59
-0.9% -$11.7K 0.21% 98
2019
Q1 		$1.33M Buy
6,930
+169
+2% +$32.6K 0.18% 125
2018
Q4 		$1.13M Sell
6,761
-11,434
-63% -$2.31M 0.17% 129
2018
Q3 		$4.08M Buy
18,195
+1,171
+7% +$272K 0.39% 43
2018
Q2 		$3.75M Buy
17,024
+9,249
+119% +$2.21M 0.54% 43
2018
Q1 		$1.96M Buy
7,775
+209
+3% +$54.4K 0.27% 92
2017
Q4 		$1.93M Sell
7,566
-370
-5% -$90.8K 0.31% 78
2017
Q3 		$1.88M Buy
7,936
+394
+5% +$88.9K 0.27% 95
2017
Q2 		$1.67M Sell
7,542
-103
-1% -$22.9K 0.26% 98
2017
Q1 		$1.76M Buy
7,645
+1,672
+28% +$404K 0.27% 95
2016
Q4 		$1.43M Buy
5,973
+2,328
+64% +$473K 0.23% 117
2016
Q3 		$588K Sell
3,645
-303
-8% -$49.3K 0.09% 187
2016
Q2 		$587K Buy
3,948
+232
+6% +$36.2K 0.09% 188
2016
Q1 		$583K Buy
3,716
+120
+3% +$18.6K 0.05% 187
2015
Q4 		$648K Buy
+3,596
New +$668K 0.1% 171
2015
Q2 		– Sell
-2,425
Closed -$456K – 366
2015
Q1 		$456K Buy
2,425
+335
+16% +$62.3K 0.07% 181
2014
Q4 		$405K Buy
+2,090
New +$393K 0.08% 164

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frontier Wealth Management's GS Position: Q2 2022 in Review

Frontier Wealth Management increased its Goldman Sachs (GS) stake by 0.09% in Q2 2022, buying an estimated $311 and bringing the position to 1,076 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #293.

Frontier Wealth Management first reported a position in GS in Q4 2014 and has held it in 28 quarters since. The position peaked at $4.08M in Q3 2018. 1,771 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • Frontier Wealth Management held 1,076 shares of Goldman Sachs worth $320K as of Q2 2022.
  • Frontier Wealth Management bought 1 Goldman Sachs share in Q2 2022, an estimated $311.
  • Goldman Sachs made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #293 holding.
  • Frontier Wealth Management first reported a position in Goldman Sachs in Q4 2014 and has held it in 28 quarters since.
  • Frontier Wealth Management's Goldman Sachs position peaked at $4.08M in Q3 2018.
  • 1,771 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.