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Heritage Wealth Management (Arizona)’s Goldman Sachs GS Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$248K Buy
722
+376
+109% +$131K 0.04% 311
2022
Q3 		$101K Buy
346
+9
+3% +$2.92K 0.03% 320
2022
Q2 		$100K Hold
337
– – 0.03% 335
2022
Q1 		$111K Buy
+337
New +$119K 0.03% 355
2021
Q3 		$95K Hold
250
– – 0.03% 353
2021
Q2 		$95K Hold
250
– – 0.04% 345
2021
Q1 		$82K Buy
+250
New +$77.8K 0.05% 281

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Goldman Sachs (GS) stake by 109% in Q4 2022, buying an estimated $131K and bringing the position to 722 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #311.

Heritage Wealth Management (Arizona) first reported a position in GS in Q1 2021 and has held it in 7 quarters since. 1,883 funds tracked by Wall St. Rank hold GS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 722 shares of Goldman Sachs worth $248K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 376 Goldman Sachs shares in Q4 2022, an estimated $131K.
  • Goldman Sachs made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #311 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Goldman Sachs in Q1 2021 and has held it in 7 quarters since.
  • 1,883 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.