PFS Investments’s Goldman Sachs GS Stock Holding History

PFS Investments’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
2023 Q2	$244K	Sell	757 -42	-5%	-$13.8K	﹤0.01%	471
2023 Q1	$258K	Sell	799 -63	-7%	-$21.9K	﹤0.01%	457
2022 Q4	$296K	Buy	862 +58	+7%	+$20.2K	0.01%	395
2022 Q3	$236K	Buy	+804	New	+$260K	﹤0.01%	396
2022 Q1	–	Sell	-10,293	Closed	-$3.94M	–	422
2021 Q4	$3.94M	Buy	10,293 +2,236	+28%	+$885K	0.08%	217
2021 Q3	$3.29M	Buy	8,057 +2,126	+36%	+$830K	0.07%	225
2021 Q2	$2.21M	Buy	5,931 +4,514	+319%	+$1.62M	0.05%	237
2021 Q1	$463K	Buy	+1,417	New	+$441K	0.01%	300

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PFS Investments's GS Position: Q2 2023 in Review

PFS Investments reduced its Goldman Sachs (GS) stake by 5.3% in Q2 2023, selling an estimated $13.8K and leaving 757 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

PFS Investments first reported a position in GS in Q1 2021 and has held it in 8 quarters since. The position peaked at $3.94M in Q4 2021. 1,824 funds tracked by Wall St. Rank hold GS as of Q2 2023.

PFS Investments held 757 shares of Goldman Sachs worth $244K as of Q2 2023.
PFS Investments sold 42 Goldman Sachs shares in Q2 2023, an estimated $13.8K.
Goldman Sachs made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #471 holding.
PFS Investments first reported a position in Goldman Sachs in Q1 2021 and has held it in 8 quarters since.
PFS Investments's Goldman Sachs position peaked at $3.94M in Q4 2021.
1,824 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.