LGT Financial Advisors’s Goldman Sachs GS Stock Holding History

LGT Financial Advisors’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 Q4	–	Sell	-120	Closed	-$38.8K	–	901
2023 Q3	$38.8K	Buy	+120	New	+$40.1K	0.05%	242

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LGT Financial Advisors's GS Position: Q4 2023 in Review

LGT Financial Advisors sold out of Goldman Sachs (GS) in Q4 2023, closing a stake of 120 shares — an estimated $38.8K sold.

LGT Financial Advisors first reported a position in GS in Q3 2023 and held it in 1 quarter. The position peaked at $38.8K in Q3 2023. 1,968 funds tracked by Wall St. Rank hold GS as of Q4 2023.

LGT Financial Advisors reported no remaining Goldman Sachs position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 120 Goldman Sachs shares in Q4 2023, an estimated $38.8K.
LGT Financial Advisors first reported a position in Goldman Sachs in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's Goldman Sachs position peaked at $38.8K in Q3 2023.
1,968 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.