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Long Run Wealth Advisors’s Goldman Sachs GS Stock Holding History

Long Run Wealth 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
2024
Q4 		– Sell
-482
Closed -$239K – 106
2024
Q3 		$239K Sell
482
-225
-32% -$110K 0.06% 93
2024
Q2 		$320K Buy
+707
New +$310K 0.08% 82

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Long Run Wealth Advisors's GS Position: Q4 2024 in Review

Long Run Wealth Advisors sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 482 shares — an estimated $239K sold.

Long Run Wealth Advisors first reported a position in GS in Q2 2024 and held it in 2 quarters. The position peaked at $320K in Q2 2024. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Long Run Wealth Advisors reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • Long Run Wealth Advisors sold 482 Goldman Sachs shares in Q4 2024, an estimated $239K.
  • Long Run Wealth Advisors first reported a position in Goldman Sachs in Q2 2024 and held it in 2 quarters.
  • Long Run Wealth Advisors's Goldman Sachs position peaked at $320K in Q2 2024.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Long Run Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.