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Laurel Wealth Advisors (California)’s Goldman Sachs GS Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$860K Sell
2,503
-37
-1% -$12.9K 0.08% 250
2022
Q3 		$744K Sell
2,540
-18
-0.7% -$5.83K 0.08% 267
2022
Q2 		$760K Buy
2,558
+30
+1% +$9.34K 0.08% 259
2022
Q1 		$834K Sell
2,528
-840
-25% -$297K 0.07% 282
2021
Q4 		$1.29M Buy
3,368
+2,570
+322% +$1.02M 0.1% 208
2021
Q3 		$302K Sell
798
-193
-19% -$75.4K 0.06% 336
2021
Q2 		$376K Buy
991
+120
+14% +$42.9K 0.05% 344
2021
Q1 		$285K Sell
871
-59
-6% -$18.4K 0.04% 368
2020
Q4 		$245K Buy
+930
New +$207K 0.04% 383
2020
Q1 		– Sell
-884
Closed -$203K – 394
2019
Q4 		$203K Buy
+884
New +$192K 0.03% 437
2019
Q3 		– Sell
-1,162
Closed -$238K – 446
2019
Q2 		$238K Buy
+1,162
New +$230K 0.05% 350
2018
Q4 		– Sell
-1,320
Closed -$296K – 382
2018
Q3 		$296K Sell
1,320
-267
-17% -$62.1K 0.07% 281
2018
Q2 		$349K Buy
1,587
+130
+9% +$31K 0.09% 232
2018
Q1 		$366K Buy
1,457
+488
+50% +$127K 0.11% 207
2017
Q4 		$246K Sell
969
-16
-2% -$3.92K 0.07% 292
2017
Q3 		$233K Sell
985
-262
-21% -$59.1K 0.08% 261
2017
Q2 		$276K Buy
+1,247
New +$277K 0.1% 225

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Goldman Sachs (GS) stake by 1.5% in Q4 2022, selling an estimated $12.9K and leaving 2,503 shares worth $860K. The position accounts for 0.08% of the portfolio, ranked #250.

Laurel Wealth Advisors (California) first reported a position in GS in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.29M in Q4 2021. 1,885 funds tracked by Wall St. Rank hold GS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,503 shares of Goldman Sachs worth $860K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 37 Goldman Sachs shares in Q4 2022, an estimated $12.9K.
  • Goldman Sachs made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #250 holding.
  • Laurel Wealth Advisors (California) first reported a position in Goldman Sachs in Q2 2017 and has held it in 17 quarters since.
  • Laurel Wealth Advisors (California)'s Goldman Sachs position peaked at $1.29M in Q4 2021.
  • 1,885 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.