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M Holdings Securities’s Goldman Sachs GS Stock Holding History

M Holdings Securities’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 		– Sell
-1,073
Closed -$485K – 188
2024
Q2 		$485K Buy
+1,073
New +$471K 0.06% 169
2023
Q2 		– Sell
-1,771
Closed -$579K – 307
2023
Q1 		$579K Sell
1,771
-1,153
-39% -$401K 0.06% 228
2022
Q4 		$1M Sell
2,924
-1,688
-37% -$588K 0.11% 157
2022
Q3 		$1.35M Buy
4,612
+329
+8% +$107K 0.15% 121
2022
Q2 		$1.27M Sell
4,283
-312
-7% -$97.1K 0.13% 132
2022
Q1 		$1.52M Buy
+4,595
New +$1.62M 0.11% 140
2021
Q2 		$4.17M Sell
10,977
-50
-0.5% -$17.9K 0.41% 63
2021
Q1 		$3.61M Sell
11,027
-773
-7% -$241K 0.33% 70
2020
Q4 		$3.11M Buy
+11,800
New +$2.63M 0.4% 65
2019
Q2 		– Sell
-4,372
Closed -$839K – 237
2019
Q1 		$839K Sell
4,372
-325
-7% -$62.7K 0.19% 130
2018
Q4 		$785K Buy
+4,697
New +$948K 0.24% 113

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

M Holdings Securities's GS Position: Q3 2024 in Review

M Holdings Securities sold out of Goldman Sachs (GS) in Q3 2024, closing a stake of 1,073 shares — an estimated $485K sold.

M Holdings Securities first reported a position in GS in Q4 2018 and held it in 11 quarters. The position peaked at $4.17M in Q2 2021. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • M Holdings Securities reported no remaining Goldman Sachs position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 1,073 Goldman Sachs shares in Q3 2024, an estimated $485K.
  • M Holdings Securities first reported a position in Goldman Sachs in Q4 2018 and held it in 11 quarters.
  • M Holdings Securities's Goldman Sachs position peaked at $4.17M in Q2 2021.
  • 2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.