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Moran Wealth Management’s Goldman Sachs GS Stock Holding History

Moran 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
2024
Q1 		– Sell
-2,450
Closed -$945K – 428
2023
Q4 		$945K Buy
2,450
+595
+32% +$199K 0.03% 306
2023
Q3 		$600K Sell
1,855
-106
-5% -$35.4K 0.02% 302
2023
Q2 		$633K Buy
1,961
+903
+85% +$297K 0.02% 294
2023
Q1 		$346K Buy
+1,058
New +$368K 0.01% 318

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Moran Wealth Management's GS Position: Q1 2024 in Review

Moran Wealth Management sold out of Goldman Sachs (GS) in Q1 2024, closing a stake of 2,450 shares — an estimated $945K sold.

Moran Wealth Management first reported a position in GS in Q1 2023 and held it in 4 quarters. The position peaked at $945K in Q4 2023. 2,044 funds tracked by Wall St. Rank hold GS as of Q1 2024.

  • Moran Wealth Management reported no remaining Goldman Sachs position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 2,450 Goldman Sachs shares in Q1 2024, an estimated $945K.
  • Moran Wealth Management first reported a position in Goldman Sachs in Q1 2023 and held it in 4 quarters.
  • Moran Wealth Management's Goldman Sachs position peaked at $945K in Q4 2023.
  • 2,044 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.