FWG Investments’s Goldman Sachs GS Stock Holding History

FWG Investments’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	–	Sell	-594	Closed	-$269K	–	124
2024 Q2	$269K	Buy	594 +5	+0.8%	+$2.19K	0.27%	86
2024 Q1	$246K	Buy	589 +14	+2%	+$5.43K	0.27%	89
2023 Q4	$222K	Buy	+575	New	+$192K	0.28%	91

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

FWG Investments's GS Position: Q3 2024 in Review

FWG Investments sold out of Goldman Sachs (GS) in Q3 2024, closing a stake of 594 shares — an estimated $269K sold.

FWG Investments first reported a position in GS in Q4 2023 and held it in 3 quarters. The position peaked at $269K in Q2 2024. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

FWG Investments reported no remaining Goldman Sachs position as of Q3 2024 after selling out during the quarter.
FWG Investments sold 594 Goldman Sachs shares in Q3 2024, an estimated $269K.
FWG Investments first reported a position in Goldman Sachs in Q4 2023 and held it in 3 quarters.
FWG Investments's Goldman Sachs position peaked at $269K in Q2 2024.
2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on FWG Investments's 13F filing for Q3 2024, filed 14 Nov 2024.