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NEIRG Wealth Management’s Goldman Sachs GS Stock Holding History

NEIRG 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
2023
Q1 		– Sell
-14,538
Closed -$4.99M – 147
2022
Q4 		$4.99M Sell
14,538
-364
-2% -$127K 0.94% 32
2022
Q3 		$4.37M Sell
14,902
-618
-4% -$200K 0.87% 30
2022
Q2 		$4.61M Sell
15,520
-578
-4% -$180K 1.01% 26
2022
Q1 		$5.31M Sell
16,098
-835
-5% -$295K 1.04% 25
2021
Q4 		$6.48M Buy
+16,933
New +$6.7M 1.24% 28

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEIRG Wealth Management's GS Position: Q1 2023 in Review

NEIRG Wealth Management sold out of Goldman Sachs (GS) in Q1 2023, closing a stake of 14,538 shares — an estimated $4.99M sold.

NEIRG Wealth Management first reported a position in GS in Q4 2021 and held it in 5 quarters. The position peaked at $6.48M in Q4 2021. 1,810 funds tracked by Wall St. Rank hold GS as of Q1 2023.

  • NEIRG Wealth Management reported no remaining Goldman Sachs position as of Q1 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 14,538 Goldman Sachs shares in Q1 2023, an estimated $4.99M.
  • NEIRG Wealth Management first reported a position in Goldman Sachs in Q4 2021 and held it in 5 quarters.
  • NEIRG Wealth Management's Goldman Sachs position peaked at $6.48M in Q4 2021.
  • 1,810 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on NEIRG Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.