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Momentum Advisors’s Goldman Sachs GS Stock Holding History

Momentum Advisors’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
Q4 		$525K Sell
1,529
-5
-0.3% -$1.74K 0.53% 36
2022
Q3 		$449K Sell
1,534
-47
-3% -$15.2K 0.5% 36
2022
Q2 		$470K Buy
+1,581
New +$492K 0.53% 34

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Momentum Advisors's GS Position: Q4 2022 in Review

Momentum Advisors reduced its Goldman Sachs (GS) stake by 0.33% in Q4 2022, selling an estimated $1.74K and leaving 1,529 shares worth $525K. The position accounts for 0.53% of the portfolio, ranked #36.

Momentum Advisors first reported a position in GS in Q2 2022 and has held it in 3 quarters since. 1,883 funds tracked by Wall St. Rank hold GS as of Q4 2022.

  • Momentum Advisors held 1,529 shares of Goldman Sachs worth $525K as of Q4 2022.
  • Momentum Advisors sold 5 Goldman Sachs shares in Q4 2022, an estimated $1.74K.
  • Goldman Sachs made up 0.53% of Momentum Advisors's portfolio in Q4 2022, its #36 holding.
  • Momentum Advisors first reported a position in Goldman Sachs in Q2 2022 and has held it in 3 quarters since.
  • 1,883 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.