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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 		$236 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return