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Institutional & Family Asset Management’s Goldman Sachs GS Stock Holding History

Institutional & Family Asset 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 		$4.12M Sell
9,106
-325
-3% -$143K 0.63% 54
2024
Q1 		$3.94M Sell
9,431
-731
-7% -$284K 0.63% 62
2023
Q4 		$3.92M Sell
10,162
-2,235
-18% -$746K 0.64% 54
2023
Q3 		$4.01M Buy
12,397
+80
+0.6% +$26.7K 0.66% 53
2023
Q2 		$3.97M Sell
12,317
-2
-0% -$658 0.65% 57
2023
Q1 		$4.03M Buy
12,319
+240
+2% +$83.5K 0.66% 54
2022
Q4 		$4.15M Buy
12,079
+305
+3% +$106K 0.69% 53
2022
Q3 		$3.45M Buy
11,774
+2,722
+30% +$882K 0.61% 57
2022
Q2 		$2.69M Buy
9,052
+554
+7% +$172K 0.46% 67
2022
Q1 		$2.81M Buy
8,498
+209
+3% +$73.8K 0.44% 66
2021
Q4 		$3.17M Buy
8,289
+131
+2% +$51.9K 0.49% 68
2021
Q3 		$3.08M Sell
8,158
-139
-2% -$54.3K 0.49% 65
2021
Q2 		$3.15M Buy
8,297
+1,998
+32% +$715K 0.52% 66
2021
Q1 		$2.06M Buy
+6,299
New +$1.96M 0.4% 68
2018
Q2 		– Sell
-10
Closed -$3K – 858
2018
Q1 		$3K Buy
+10
New +$2.6K ﹤0.01% 662

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Institutional & Family Asset Management's GS Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Goldman Sachs (GS) stake by 3.4% in Q2 2024, selling an estimated $143K and leaving 9,106 shares worth $4.12M. The position accounts for 0.63% of the portfolio, ranked #54.

Institutional & Family Asset Management first reported a position in GS in Q1 2018 and has held it in 15 quarters since. The position peaked at $4.15M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • Institutional & Family Asset Management held 9,106 shares of Goldman Sachs worth $4.12M as of Q2 2024.
  • Institutional & Family Asset Management sold 325 Goldman Sachs shares in Q2 2024, an estimated $143K.
  • Goldman Sachs made up 0.63% of Institutional & Family Asset Management's portfolio in Q2 2024, its #54 holding.
  • Institutional & Family Asset Management first reported a position in Goldman Sachs in Q1 2018 and has held it in 15 quarters since.
  • Institutional & Family Asset Management's Goldman Sachs position peaked at $4.15M in Q4 2022.
  • 2,128 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.