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Minot Wealth Management’s Goldman Sachs GS Stock Holding History

Minot Wealth Management’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
Q2 		$284K Sell
955
-2,866
-75% -$892K 0.07% 151
2022
Q1 		$1.26M Sell
3,821
-7,492
-66% -$2.65M 0.27% 69
2021
Q4 		$4.33M Buy
11,313
+5,468
+94% +$2.16M 0.83% 35
2021
Q3 		$2.21M Buy
5,845
+320
+6% +$125K 0.48% 57
2021
Q2 		$2.08M Buy
5,525
+4,033
+270% +$1.44M 0.45% 59
2021
Q1 		$488K Buy
+1,492
New +$465K 0.12% 117

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Minot Wealth Management's GS Position: Q2 2022 in Review

Minot Wealth Management reduced its Goldman Sachs (GS) stake by 75% in Q2 2022, selling an estimated $892K and leaving 955 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #151.

Minot Wealth Management first reported a position in GS in Q1 2021 and has held it in 6 quarters since. The position peaked at $4.33M in Q4 2021. 1,770 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • Minot Wealth Management held 955 shares of Goldman Sachs worth $284K as of Q2 2022.
  • Minot Wealth Management sold 2,866 Goldman Sachs shares in Q2 2022, an estimated $892K.
  • Goldman Sachs made up 0.07% of Minot Wealth Management's portfolio in Q2 2022, its #151 holding.
  • Minot Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 6 quarters since.
  • Minot Wealth Management's Goldman Sachs position peaked at $4.33M in Q4 2021.
  • 1,770 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.