ICA Group Wealth Management’s Goldman Sachs GS Stock Holding History

ICA Group 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
2024 Q2	–	Sell	-186	Closed	-$77.7K	–	991
2024 Q1	$77.7K	Hold	186	–	–	0.02%	458
2023 Q4	$71.8K	Buy	+186	New	+$62.1K	0.02%	434
2023 Q3	–	Sell	-186	Closed	-$60K	–	625
2023 Q2	$60K	Sell	186 -563	-75%	-$185K	0.02%	458
2023 Q1	$245K	Hold	749	–	–	0.06%	213
2022 Q4	$257K	Buy	+749	New	+$261K	0.06%	223
2022 Q3	–	Sell	-671	Closed	-$234K	–	375
2022 Q2	$234K	Hold	671	–	–	0.04%	328
2022 Q1	$215K	Buy	+671	New	+$237K	0.04%	352

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ICA Group Wealth Management's GS Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 186 shares — an estimated $77.7K sold.

ICA Group Wealth Management first reported a position in GS in Q1 2022 and held it in 7 quarters. The position peaked at $257K in Q4 2022. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

ICA Group Wealth Management reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 186 Goldman Sachs shares in Q2 2024, an estimated $77.7K.
ICA Group Wealth Management first reported a position in Goldman Sachs in Q1 2022 and held it in 7 quarters.
ICA Group Wealth Management's Goldman Sachs position peaked at $257K in Q4 2022.
2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.