Icon Wealth Partners’s Goldman Sachs GS Stock Holding History

Icon Wealth Partners’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
2023 Q3	–	Sell	-2,108	Closed	-$680K	–	411
2023 Q2	$680K	Buy	+2,108	New	+$693K	0.07%	164
2019 Q2	–	Sell	-44	Closed	-$8K	–	409
2019 Q1	$8K	Buy	+44	New	+$8.49K	﹤0.01%	696
2018 Q3	–	Sell	-187	Closed	-$41K	–	446
2018 Q2	$41K	Buy	+187	New	+$44.6K	0.02%	429
2018 Q1	–	Sell	-443	Closed	-$113K	–	446
2017 Q4	$113K	Buy	+443	New	+$109K	0.06%	255

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Icon Wealth Partners's GS Position: Q3 2023 in Review

Icon Wealth Partners sold out of Goldman Sachs (GS) in Q3 2023, closing a stake of 2,108 shares — an estimated $680K sold.

Icon Wealth Partners first reported a position in GS in Q4 2017 and held it in 4 quarters. The position peaked at $680K in Q2 2023. 1,793 funds tracked by Wall St. Rank hold GS as of Q3 2023.

Icon Wealth Partners reported no remaining Goldman Sachs position as of Q3 2023 after selling out during the quarter.
Icon Wealth Partners sold 2,108 Goldman Sachs shares in Q3 2023, an estimated $680K.
Icon Wealth Partners first reported a position in Goldman Sachs in Q4 2017 and held it in 4 quarters.
Icon Wealth Partners's Goldman Sachs position peaked at $680K in Q2 2023.
1,793 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.