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Pacific Capital Wealth Advisors’s Goldman Sachs GS Stock Holding History

Pacific Capital 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
2024
Q4 		– Sell
-55
Closed -$27.2K – 435
2024
Q3 		$27.2K Sell
55
-11
-17% -$5.38K ﹤0.01% 204
2024
Q2 		$29.9K Buy
66
+62
+1,550% +$27.2K 0.01% 198
2024
Q1 		$1.67K Buy
+4
New +$1.55K ﹤0.01% 454

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

Pacific Capital Wealth Advisors's GS Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 55 shares — an estimated $27.2K sold.

Pacific Capital Wealth Advisors first reported a position in GS in Q1 2024 and held it in 3 quarters. The position peaked at $29.9K in Q2 2024. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 55 Goldman Sachs shares in Q4 2024, an estimated $27.2K.
  • Pacific Capital Wealth Advisors first reported a position in Goldman Sachs in Q1 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Goldman Sachs position peaked at $29.9K in Q2 2024.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.