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Lumature Wealth Partners’s Goldman Sachs GS Stock Holding History

Lumature Wealth Partners’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
Q1 		– Sell
-8
Closed -$2.75K – 405
2022
Q4 		$2.75K Hold
8
– – ﹤0.01% 358
2022
Q3 		$2K Sell
8
-2
-20% -$648 ﹤0.01% 371
2022
Q2 		$3K Sell
10
-1,483
-99% -$462K ﹤0.01% 372
2022
Q1 		$493K Buy
+1,493
New +$527K 0.2% 96

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lumature Wealth Partners's GS Position: Q1 2023 in Review

Lumature Wealth Partners sold out of Goldman Sachs (GS) in Q1 2023, closing a stake of 8 shares — an estimated $2.75K sold.

Lumature Wealth Partners first reported a position in GS in Q1 2022 and held it in 4 quarters. The position peaked at $493K in Q1 2022. 1,811 funds tracked by Wall St. Rank hold GS as of Q1 2023.

  • Lumature Wealth Partners reported no remaining Goldman Sachs position as of Q1 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 8 Goldman Sachs shares in Q1 2023, an estimated $2.75K.
  • Lumature Wealth Partners first reported a position in Goldman Sachs in Q1 2022 and held it in 4 quarters.
  • Lumature Wealth Partners's Goldman Sachs position peaked at $493K in Q1 2022.
  • 1,811 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.