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Paradigm Strategies in Wealth Management’s Goldman Sachs GS Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-40
Closed -$15K – 112
2021
Q2 		$15K Hold
40
– – 0.01% 147
2021
Q1 		$13K Buy
+40
New +$12.5K 0.01% 146

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Paradigm Strategies in Wealth Management's GS Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Goldman Sachs (GS) in Q3 2021, closing a stake of 40 shares — an estimated $15K sold.

Paradigm Strategies in Wealth Management first reported a position in GS in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Goldman Sachs position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 40 Goldman Sachs shares in Q3 2021, an estimated $15K.
  • Paradigm Strategies in Wealth Management first reported a position in Goldman Sachs in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Goldman Sachs position peaked at $15K in Q2 2021.
  • 1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.