Joseph P. Lucia & Associates’s Goldman Sachs GS Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-78	Closed	-$23K	–	232
2022 Q2	$23K	Hold	78	–	–	0.02%	236
2022 Q1	$26K	Buy	+78	New	+$27.5K	0.02%	239
2021 Q4	–	Sell	-78	Closed	-$29K	–	286
2021 Q3	$29K	Hold	78	–	–	0.02%	266
2021 Q2	$30K	Sell	78 -6	-7%	-$2.15K	0.02%	266
2021 Q1	$27K	Sell	84 -10	-11%	-$3.11K	0.01%	262
2020 Q4	$25K	Buy	+94	New	+$20.9K	0.02%	248
2020 Q3	–	Sell	-114	Closed	-$23K	–	225
2020 Q2	$23K	Hold	114	–	–	0.02%	233
2020 Q1	$18K	Hold	114	–	–	0.02%	232
2019 Q4	$26K	Hold	114	–	–	0.02%	219
2019 Q3	$24K	Hold	114	–	–	0.02%	228
2019 Q2	$23K	Sell	114 -26,013	-100%	-$5.15M	0.02%	231
2019 Q1	$129	Buy	+26,127	New	+$5.04M	0.01%	248

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Joseph P. Lucia & Associates's GS Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Goldman Sachs (GS) in Q3 2022, closing a stake of 78 shares — an estimated $23K sold.

Joseph P. Lucia & Associates first reported a position in GS in Q1 2019 and held it in 12 quarters. The position peaked at $30K in Q2 2021. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Goldman Sachs position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 78 Goldman Sachs shares in Q3 2022, an estimated $23K.
Joseph P. Lucia & Associates first reported a position in Goldman Sachs in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Goldman Sachs position peaked at $30K in Q2 2021.
1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.