LifePro Asset Management’s Goldman Sachs GS Stock Holding History

LifePro 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
2024 Q3	$798K	Sell	1,612 -120	-7%	-$58.7K	0.49%	58
2024 Q2	$783K	Sell	1,732 -84	-5%	-$36.9K	0.56%	45
2024 Q1	$759K	Sell	1,816 -17	-0.9%	-$6.6K	0.5%	50
2023 Q4	$707K	Buy	+1,833	New	+$612K	0.55%	49

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LifePro Asset Management's GS Position: Q3 2024 in Review

LifePro Asset Management reduced its Goldman Sachs (GS) stake by 6.9% in Q3 2024, selling an estimated $58.7K and leaving 1,612 shares worth $798K. The position accounts for 0.49% of the portfolio, ranked #58.

LifePro Asset Management first reported a position in GS in Q4 2023 and has held it in 4 quarters since. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

LifePro Asset Management held 1,612 shares of Goldman Sachs worth $798K as of Q3 2024.
LifePro Asset Management sold 120 Goldman Sachs shares in Q3 2024, an estimated $58.7K.
Goldman Sachs made up 0.49% of LifePro Asset Management's portfolio in Q3 2024, its #58 holding.
LifePro Asset Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 4 quarters since.
2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.