Mirabella Financial Services’s Goldman Sachs GS Stock Holding History

Mirabella Financial 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
2024 Q2	–	Sell	-5,380	Closed	-$2.25M	–	534
2024 Q1	$2.25M	Buy	5,380 +4,161	+341%	+$1.61M	0.16%	110
2023 Q4	$470K	Buy	+1,219	New	+$407K	0.06%	220
2023 Q3	–	Sell	-2,922	Closed	-$942K	–	486
2023 Q2	$942K	Buy	+2,922	New	+$961K	0.1%	216
2021 Q4	–	Sell	-1,600	Closed	-$605K	–	493
2021 Q3	$605K	Sell	1,600 -1,212	-43%	-$473K	0.08%	212
2021 Q2	$3.11M	Buy	2,812 +493	+21%	+$176K	0.56%	61
2021 Q1	$758K	Buy	+2,319	New	+$722K	0.24%	101
2020 Q1	–	Sell	-25,716	Closed	-$5.91M	–	112
2019 Q4	$5.91M	Buy	+25,716	New	+$5.58M	1.07%	25

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Mirabella Financial Services's GS Position: Q2 2024 in Review

Mirabella Financial Services sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 5,380 shares — an estimated $2.25M sold.

Mirabella Financial Services first reported a position in GS in Q4 2019 and held it in 7 quarters. The position peaked at $5.91M in Q4 2019. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

Mirabella Financial Services reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
Mirabella Financial Services sold 5,380 Goldman Sachs shares in Q2 2024, an estimated $2.25M.
Mirabella Financial Services first reported a position in Goldman Sachs in Q4 2019 and held it in 7 quarters.
Mirabella Financial Services's Goldman Sachs position peaked at $5.91M in Q4 2019.
2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.