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Investmark Advisory Group’s Goldman Sachs GS Stock Holding History

Investmark Advisory Group’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
-50
Closed -$19K – 204
2021
Q4 		$19K Buy
+50
New +$19.8K 0.02% 227

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

Investmark Advisory Group's GS Position: Q1 2022 in Review

Investmark Advisory Group sold out of Goldman Sachs (GS) in Q1 2022, closing a stake of 50 shares — an estimated $19K sold.

Investmark Advisory Group first reported a position in GS in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold GS as of Q1 2022.

  • Investmark Advisory Group reported no remaining Goldman Sachs position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 50 Goldman Sachs shares in Q1 2022, an estimated $19K.
  • Investmark Advisory Group first reported a position in Goldman Sachs in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Goldman Sachs position peaked at $19K in Q4 2021.
  • 1,832 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.