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HC Financial Advisors’s Goldman Sachs GS Stock Holding History

HC Financial 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 		$17K Buy
57
+27
+90% +$8.41K 0.01% 196
2022
Q1 		$10K Hold
30
– – 0.01% 239
2021
Q4 		$11K Hold
30
– – 0.01% 243
2021
Q3 		$11K Hold
30
– – 0.01% 235
2021
Q2 		$11K Hold
30
– – 0.01% 244
2021
Q1 		$10K Hold
30
– – 0.01% 255
2020
Q4 		$8K Hold
30
– – 0.01% 275
2020
Q3 		$6K Hold
30
– – ﹤0.01% 299
2020
Q2 		$6K Hold
30
– – ﹤0.01% 279
2020
Q1 		$5K Buy
+30
New +$6.37K ﹤0.01% 297

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HC Financial Advisors's GS Position: Q2 2022 in Review

HC Financial Advisors increased its Goldman Sachs (GS) stake by 90% in Q2 2022, buying an estimated $8.41K and bringing the position to 57 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #196.

HC Financial Advisors first reported a position in GS in Q1 2020 and has held it in 10 quarters since. 1,771 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • HC Financial Advisors held 57 shares of Goldman Sachs worth $17K as of Q2 2022.
  • HC Financial Advisors bought 27 Goldman Sachs shares in Q2 2022, an estimated $8.41K.
  • Goldman Sachs made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #196 holding.
  • HC Financial Advisors first reported a position in Goldman Sachs in Q1 2020 and has held it in 10 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.