Legacy Wealth Asset Management’s Goldman Sachs GS Stock Holding History

Legacy Wealth Asset Management’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	-3,092	Closed	-$918K	–	334
2022 Q2	$918K	Buy	3,092 +42	+1%	+$13.1K	0.37%	90
2022 Q1	$1.01M	Buy	3,050 +22	+0.7%	+$7.77K	0.36%	97
2021 Q4	$1.16M	Sell	3,028 -34	-1%	-$13.5K	0.39%	67
2021 Q3	$1.16M	Sell	3,062 -60	-2%	-$23.4K	0.53%	42
2021 Q2	$1.19M	Sell	3,122 -70	-2%	-$25K	0.53%	40
2021 Q1	$1.04M	Sell	3,192 -15	-0.5%	-$4.67K	0.48%	49
2020 Q4	$846K	Buy	+3,207	New	+$714K	0.43%	71

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

Legacy Wealth Asset Management's GS Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of Goldman Sachs (GS) in Q3 2022, closing a stake of 3,092 shares — an estimated $918K sold.

Legacy Wealth Asset Management first reported a position in GS in Q4 2020 and held it in 7 quarters. The position peaked at $1.19M in Q2 2021. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2022.

Legacy Wealth Asset Management reported no remaining Goldman Sachs position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 3,092 Goldman Sachs shares in Q3 2022, an estimated $918K.
Legacy Wealth Asset Management first reported a position in Goldman Sachs in Q4 2020 and held it in 7 quarters.
Legacy Wealth Asset Management's Goldman Sachs position peaked at $1.19M in Q2 2021.
1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.