Johanson Financial Advisors’s Goldman Sachs GS Stock Holding History

Johanson Financial Advisors’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
2021 Q4	$420K	Hold	1,099	–	–	0.13%	93
2021 Q3	$415K	Buy	1,099 +10	+0.9%	+$3.9K	0.14%	86
2021 Q2	$406K	Buy	1,089 +29	+3%	+$10.4K	0.14%	88
2021 Q1	$356K	Buy	1,060 +58	+6%	+$18.1K	0.13%	89
2020 Q4	$264K	Buy	1,002 +6	+0.6%	+$1.34K	0.11%	94
2020 Q3	$201K	Buy	+996	New	+$203K	0.09%	98
2020 Q1	–	Sell	-200,344	Closed	-$872K	–	149
2019 Q4	$872K	Buy	+200,344	New	+$43.5M	0.04%	151
2018 Q4	–	Sell	-1,024	Closed	-$229K	–	89
2018 Q3	$229K	Buy	+1,024	New	+$238K	0.13%	85
2018 Q1	–	Sell	-821	Closed	-$210K	–	83
2017 Q4	$210K	Sell	821 -87	-10%	-$21.3K	0.14%	82
2017 Q3	$216K	Buy	+908	New	+$205K	0.16%	82

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Johanson Financial Advisors's GS Position: Q4 2021 in Review

Johanson Financial Advisors held its Goldman Sachs (GS) position steady in Q4 2021 at 1,099 shares worth $420K. The position accounts for 0.13% of the portfolio, ranked #93.

Johanson Financial Advisors first reported a position in GS in Q3 2017 and has held it in 10 quarters since. The position peaked at $872K in Q4 2019. 1,884 funds tracked by Wall St. Rank hold GS as of Q4 2021.

Johanson Financial Advisors held 1,099 shares of Goldman Sachs worth $420K as of Q4 2021.
Johanson Financial Advisors left its Goldman Sachs share count unchanged in Q4 2021.
Goldman Sachs made up 0.13% of Johanson Financial Advisors's portfolio in Q4 2021, its #93 holding.
Johanson Financial Advisors first reported a position in Goldman Sachs in Q3 2017 and has held it in 10 quarters since.
Johanson Financial Advisors's Goldman Sachs position peaked at $872K in Q4 2019.
1,884 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.