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Peterson Financial Group’s Goldman Sachs GS Stock Holding History

Peterson Financial Group’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
Q3 		$163K Buy
+330
New +$161K 0.63% 40
2023
Q1 		– Sell
-3,194
Closed -$1.1M – 40
2022
Q4 		$1.1M Sell
3,194
-1,779
-36% -$619K 1.45% 28
2022
Q3 		$1.46M Sell
4,973
-1,545
-24% -$501K 1.42% 27
2022
Q2 		$1.94M Buy
6,518
+553
+9% +$172K 1.82% 14
2022
Q1 		$1.97M Buy
5,965
+500
+9% +$177K 1.63% 19
2021
Q4 		$2.09M Buy
+5,465
New +$2.16M 1.71% 16

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Peterson Financial Group's GS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Goldman Sachs (GS) in Q3 2024: 330 shares worth $163K. The stake represents 0.63% of the portfolio and ranks #40 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in GS as recently as Q4 2022.

Peterson Financial Group first reported a position in GS in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.09M in Q4 2021. 2,202 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Peterson Financial Group held 330 shares of Goldman Sachs worth $163K as of Q3 2024.
  • Goldman Sachs was a new Peterson Financial Group position in Q3 2024.
  • Goldman Sachs made up 0.63% of Peterson Financial Group's portfolio in Q3 2024, its #40 holding.
  • Peterson Financial Group first reported a position in Goldman Sachs in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Goldman Sachs position peaked at $2.09M in Q4 2021.
  • 2,202 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.