New Wave Wealth Advisors’s Goldman Sachs GS Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-28	Closed	-$16K	–	352
2024 Q4	$16K	Buy	+28	New	+$15.6K	0.01%	292

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

New Wave Wealth Advisors's GS Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Goldman Sachs (GS) in Q1 2025, closing a stake of 28 shares — an estimated $16K sold.

New Wave Wealth Advisors first reported a position in GS in Q4 2024 and held it in 1 quarter. The position peaked at $16K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

New Wave Wealth Advisors reported no remaining Goldman Sachs position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 28 Goldman Sachs shares in Q1 2025, an estimated $16K.
New Wave Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Goldman Sachs position peaked at $16K in Q4 2024.
2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.