Mason Investment Advisory Services’s Goldman Sachs GS Stock Holding History

Mason Investment Advisory Services’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
2022 Q3	–	Sell	-1,161	Closed	-$345K	–	90
2022 Q2	$345K	Sell	1,161 -5,386	-82%	-$1.68M	0.04%	50
2022 Q1	$2.16M	Buy	6,547 +506	+8%	+$179K	0.19%	15
2021 Q4	$2.31M	Hold	6,041	–	–	0.19%	17
2021 Q3	$2.28M	Hold	6,041	–	–	0.24%	12
2021 Q2	$2.29M	Buy	6,041 +1,613	+36%	+$577K	0.23%	10
2021 Q1	$1.45M	Hold	4,428	–	–	0.15%	27
2020 Q4	$1.17M	Hold	4,428	–	–	0.14%	35
2020 Q3	$890K	Hold	4,428	–	–	0.13%	38
2020 Q2	$875K	Buy	4,428 +1,135	+34%	+$213K	0.13%	40
2020 Q1	$509K	Buy	+3,293	New	+$699K	0.09%	61

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mason Investment Advisory Services's GS Position: Q3 2022 in Review

Mason Investment Advisory Services sold out of Goldman Sachs (GS) in Q3 2022, closing a stake of 1,161 shares — an estimated $345K sold.

Mason Investment Advisory Services first reported a position in GS in Q1 2020 and held it in 10 quarters. The position peaked at $2.31M in Q4 2021. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2022.

Mason Investment Advisory Services reported no remaining Goldman Sachs position as of Q3 2022 after selling out during the quarter.
Mason Investment Advisory Services sold 1,161 Goldman Sachs shares in Q3 2022, an estimated $345K.
Mason Investment Advisory Services first reported a position in Goldman Sachs in Q1 2020 and held it in 10 quarters.
Mason Investment Advisory Services's Goldman Sachs position peaked at $2.31M in Q4 2021.
1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2022.

Based on Mason Investment Advisory Services's 13F filing for Q3 2022, filed 7 Aug 2024.