Janiczek Wealth Management’s Goldman Sachs GS Stock Holding History

Janiczek 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	$74.6K	Hold	165	–	–	0.02%	343
2024 Q1	$68.9K	Hold	165	–	–	0.01%	360
2023 Q4	$63.7K	Sell	165 -6	-4%	-$2K	0.02%	353
2023 Q3	$55.3K	Buy	171 +110	+180%	+$36.8K	0.01%	351
2023 Q2	$19.7K	Hold	61	–	–	0.01%	465
2023 Q1	$20.6K	Sell	61 -2	-3%	-$696	0.01%	450
2022 Q4	$23.3K	Buy	63 +60	+2,000%	+$20.9K	0.01%	435
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	835
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	867
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	862
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	919
2021 Q3	$1K	Buy	+3	New	+$1.17K	﹤0.01%	893
2021 Q2	–	Sell	-15	Closed	-$5K	–	914
2021 Q1	$5K	Hold	15	–	–	﹤0.01%	638
2020 Q4	$4K	Hold	15	–	–	﹤0.01%	624
2020 Q3	$3K	Hold	15	–	–	﹤0.01%	440
2020 Q2	$3K	Buy	+15	New	+$2.82K	﹤0.01%	243
2018 Q3	–	Sell	-4	Closed	-$1K	–	156
2018 Q2	$1K	Buy	+4	New	+$954	﹤0.01%	145

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

Janiczek Wealth Management's GS Position: Q2 2024 in Review

Janiczek Wealth Management held its Goldman Sachs (GS) position steady in Q2 2024 at 165 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #343.

Janiczek Wealth Management first reported a position in GS in Q2 2018 and has held it in 17 quarters since. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

Janiczek Wealth Management held 165 shares of Goldman Sachs worth $74.6K as of Q2 2024.
Janiczek Wealth Management left its Goldman Sachs share count unchanged in Q2 2024.
Goldman Sachs made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #343 holding.
Janiczek Wealth Management first reported a position in Goldman Sachs in Q2 2018 and has held it in 17 quarters since.
2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.