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Northwest Financial Advisors’s Goldman Sachs GS Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-19
Closed -$9.41K – 275
2024
Q3 		$9.41K Buy
+19
New +$9.29K 0.01% 400
2024
Q1 		– Sell
-19
Closed -$7.33K – 255
2023
Q4 		$7.33K Buy
+19
New +$6.34K 0.01% 407

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Northwest Financial Advisors's GS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 19 shares — an estimated $9.41K sold.

Northwest Financial Advisors first reported a position in GS in Q4 2023 and held it in 2 quarters. The position peaked at $9.41K in Q3 2024. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 19 Goldman Sachs shares in Q4 2024, an estimated $9.41K.
  • Northwest Financial Advisors first reported a position in Goldman Sachs in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Goldman Sachs position peaked at $9.41K in Q3 2024.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.