LWA
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Lowe Wealth Advisors’s Goldman Sachs GS Stock Holding History

Lowe 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
2025
Q3 		$48.6K Hold
61
– – 0.02% 147
2025
Q2 		$43.2K Sell
61
-3
-5% -$1.74K 0.02% 154
2025
Q1 		$35K Buy
64
+49
+327% +$29.5K 0.01% 155
2024
Q4 		$8.59K Buy
+15
New +$8.37K ﹤0.01% 242
2023
Q1 		– Sell
-25
Closed -$8.59K – 353
2022
Q4 		$8.59K Sell
25
-50
-67% -$17.4K ﹤0.01% 222
2022
Q3 		$22K Buy
+75
New +$24.3K 0.01% 140
2019
Q3 		– Sell
-12
Closed -$2K – 286
2019
Q2 		$2K Hold
12
– – ﹤0.01% 253
2019
Q1 		$2K Buy
+12
New +$2.31K ﹤0.01% 223
2018
Q4 		– Sell
-17
Closed -$4K – 275
2018
Q3 		$4K Buy
+17
New +$3.95K ﹤0.01% 204

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return