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KCS Wealth Advisory’s Goldman Sachs GS Stock Holding History

KCS Wealth Advisory’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
2023
Q1 		– Sell
-2,428
Closed -$834K – 147
2022
Q4 		$834K Sell
2,428
-1,909
-44% -$665K 0.35% 78
2022
Q3 		$1.27M Buy
4,337
+606
+16% +$196K 0.59% 57
2022
Q2 		$1.11M Buy
3,731
+308
+9% +$95.9K 0.49% 72
2022
Q1 		$1.13M Buy
3,423
+16
+0.5% +$5.65K 0.52% 70
2021
Q4 		$1.3M Buy
3,407
+45
+1% +$17.8K 0.52% 64
2021
Q3 		$1.27M Sell
3,362
-502
-13% -$196K 0.6% 57
2021
Q2 		$1.47M Buy
3,864
+13
+0.3% +$4.65K 0.69% 49
2021
Q1 		$1.26M Buy
3,851
+58
+2% +$18.1K 0.65% 51
2020
Q4 		$1M Buy
3,793
+2
+0.1% +$445 0.66% 58
2020
Q3 		$762K Sell
3,791
-150
-4% -$30.5K 0.61% 68
2020
Q2 		$779K Sell
3,941
-2,150
-35% -$404K 0.64% 62
2020
Q1 		$942K Buy
6,091
+92
+2% +$19.5K 0.96% 34
2019
Q4 		$1.38M Buy
5,999
+32
+0.5% +$6.94K 1.03% 26
2019
Q3 		$1.24M Buy
5,967
+184
+3% +$38.5K 0.86% 25
2019
Q2 		$1.18M Buy
5,783
+365
+7% +$72.2K 0.93% 24
2019
Q1 		$1.04M Buy
5,418
+1,498
+38% +$289K 0.91% 34
2018
Q4 		$655K Buy
3,920
+1,539
+65% +$310K 0.69% 66
2018
Q3 		$534K Sell
2,381
-6
-0.3% -$1.4K 0.5% 92
2018
Q2 		$527K Sell
2,387
-192
-7% -$45.8K 0.49% 93
2018
Q1 		$650K Sell
2,579
-455
-15% -$118K 0.59% 68
2017
Q4 		$773K Buy
+3,034
New +$744K 0.75% 37

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCS Wealth Advisory's GS Position: Q1 2023 in Review

KCS Wealth Advisory sold out of Goldman Sachs (GS) in Q1 2023, closing a stake of 2,428 shares — an estimated $834K sold.

KCS Wealth Advisory first reported a position in GS in Q4 2017 and held it in 21 quarters. The position peaked at $1.47M in Q2 2021. 1,810 funds tracked by Wall St. Rank hold GS as of Q1 2023.

  • KCS Wealth Advisory reported no remaining Goldman Sachs position as of Q1 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 2,428 Goldman Sachs shares in Q1 2023, an estimated $834K.
  • KCS Wealth Advisory first reported a position in Goldman Sachs in Q4 2017 and held it in 21 quarters.
  • KCS Wealth Advisory's Goldman Sachs position peaked at $1.47M in Q2 2021.
  • 1,810 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on KCS Wealth Advisory's 13F filing for Q1 2023, filed 18 Apr 2023.