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Kore Private Wealth’s Goldman Sachs GS Stock Holding History

Kore Private Wealth’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 		$851K Buy
2,906
+17
+0.6% +$5.51K 0.15% 92
2022
Q2 		$858K Buy
2,889
+11
+0.4% +$3.42K 0.13% 111
2022
Q1 		$950K Buy
2,878
+127
+5% +$44.9K 0.12% 123
2021
Q4 		$1.05M Sell
2,751
-984
-26% -$390K 0.13% 115
2021
Q3 		$1.41M Buy
3,735
+250
+7% +$97.6K 0.15% 117
2021
Q2 		$1.32M Buy
3,485
+278
+9% +$99.5K 0.15% 114
2021
Q1 		$1.05M Sell
3,207
-79
-2% -$24.6K 0.14% 109
2020
Q4 		$866K Buy
3,286
+166
+5% +$37K 0.13% 109
2020
Q3 		$627K Sell
3,120
-25
-0.8% -$5.09K 0.12% 118
2020
Q2 		$621K Buy
3,145
+114
+4% +$21.4K 0.13% 113
2020
Q1 		$468K Sell
3,031
-52
-2% -$11K 0.11% 119
2019
Q4 		$709K Buy
3,083
+280
+10% +$60.8K 0.13% 115
2019
Q3 		$568K Buy
2,803
+67
+2% +$14K 0.13% 122
2019
Q2 		$560K Buy
2,736
+659
+32% +$130K 0.13% 122
2019
Q1 		$399K Hold
2,077
– – 0.09% 139
2018
Q4 		$347K Buy
+2,077
New +$419K 0.1% 148

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kore Private Wealth's GS Position: Q3 2022 in Review

Kore Private Wealth increased its Goldman Sachs (GS) stake by 0.59% in Q3 2022, buying an estimated $5.51K and bringing the position to 2,906 shares worth $851K. The position accounts for 0.15% of the portfolio, ranked #92.

Kore Private Wealth first reported a position in GS in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.41M in Q3 2021. 1,744 funds tracked by Wall St. Rank hold GS as of Q3 2022.

  • Kore Private Wealth held 2,906 shares of Goldman Sachs worth $851K as of Q3 2022.
  • Kore Private Wealth bought 17 Goldman Sachs shares in Q3 2022, an estimated $5.51K.
  • Goldman Sachs made up 0.15% of Kore Private Wealth's portfolio in Q3 2022, its #92 holding.
  • Kore Private Wealth first reported a position in Goldman Sachs in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Goldman Sachs position peaked at $1.41M in Q3 2021.
  • 1,744 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.