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Horizon Advisory Services’s Goldman Sachs GS Stock Holding History

Horizon Advisory Services’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
Q4 		– Sell
-784
Closed -$388K – 57
2024
Q3 		$388K Sell
784
-16
-2% -$7.83K 0.18% 18
2024
Q2 		$362K Hold
800
– – 0.17% 17
2024
Q1 		$334K Buy
+800
New +$310K 0.16% 25

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Horizon Advisory Services's GS Position: Q4 2024 in Review

Horizon Advisory Services sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 784 shares — an estimated $388K sold.

Horizon Advisory Services first reported a position in GS in Q1 2024 and held it in 3 quarters. The position peaked at $388K in Q3 2024. 2,468 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Horizon Advisory Services reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • Horizon Advisory Services sold 784 Goldman Sachs shares in Q4 2024, an estimated $388K.
  • Horizon Advisory Services first reported a position in Goldman Sachs in Q1 2024 and held it in 3 quarters.
  • Horizon Advisory Services's Goldman Sachs position peaked at $388K in Q3 2024.
  • 2,468 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Horizon Advisory Services's 13F filing for Q4 2024, filed 4 Feb 2025.