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Performa Ltd (US)’s Goldman Sachs GS Stock Holding History

Performa Ltd (US)’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
Q2 		– Sell
-2
Closed -$835 – 59
2024
Q1 		$835 Sell
2
-1
-33% -$388 ﹤0.01% 57
2023
Q4 		$1.16K Sell
3
-11
-79% -$3.67K ﹤0.01% 47
2023
Q3 		$4.53K Hold
14
– – ﹤0.01% 53
2023
Q2 		$4.52K Hold
14
– – ﹤0.01% 60
2023
Q1 		$4.58K Hold
14
– – ﹤0.01% 58
2022
Q4 		$4.81K Hold
14
– – ﹤0.01% 55
2022
Q3 		$4K Hold
14
– – ﹤0.01% 56
2022
Q2 		$4K Hold
14
– – ﹤0.01% 43
2022
Q1 		$5K Buy
+14
New +$4.95K ﹤0.01% 31

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Performa Ltd (US)'s GS Position: Q2 2024 in Review

Performa Ltd (US) sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 2 shares — an estimated $835 sold.

Performa Ltd (US) first reported a position in GS in Q1 2022 and held it in 9 quarters. The position peaked at $5K in Q1 2022. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • Performa Ltd (US) reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
  • Performa Ltd (US) sold 2 Goldman Sachs shares in Q2 2024, an estimated $835.
  • Performa Ltd (US) first reported a position in Goldman Sachs in Q1 2022 and held it in 9 quarters.
  • Performa Ltd (US)'s Goldman Sachs position peaked at $5K in Q1 2022.
  • 2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Performa Ltd (US)'s 13F filing for Q2 2024, filed 12 Aug 2024.