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Horizon Wealth Management’s Goldman Sachs GS Stock Holding History

Horizon 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
Q1 		– Sell
-561
Closed -$215K – 112
2021
Q4 		$215K Buy
+561
New +$222K 0.06% 102

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizon Wealth Management's GS Position: Q1 2022 in Review

Horizon Wealth Management sold out of Goldman Sachs (GS) in Q1 2022, closing a stake of 561 shares — an estimated $215K sold.

Horizon Wealth Management first reported a position in GS in Q4 2021 and held it in 1 quarter. The position peaked at $215K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold GS as of Q1 2022.

  • Horizon Wealth Management reported no remaining Goldman Sachs position as of Q1 2022 after selling out during the quarter.
  • Horizon Wealth Management sold 561 Goldman Sachs shares in Q1 2022, an estimated $215K.
  • Horizon Wealth Management first reported a position in Goldman Sachs in Q4 2021 and held it in 1 quarter.
  • Horizon Wealth Management's Goldman Sachs position peaked at $215K in Q4 2021.
  • 1,832 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2022.

Based on Horizon Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.