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Phoenix Wealth Advisors’s Goldman Sachs GS Stock Holding History

Phoenix Wealth Advisors’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
Q4 		– Sell
-64
Closed -$24K – 219
2021
Q3 		$24K Hold
64
– – 0.02% 248
2021
Q2 		$24K Hold
64
– – 0.02% 241
2021
Q1 		$21K Hold
64
– – 0.02% 254
2020
Q4 		$17K Buy
+64
New +$14.2K 0.01% 266

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

Phoenix Wealth Advisors's GS Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Goldman Sachs (GS) in Q4 2021, closing a stake of 64 shares — an estimated $24K sold.

Phoenix Wealth Advisors first reported a position in GS in Q4 2020 and held it in 4 quarters. The position peaked at $24K in Q3 2021. 1,884 funds tracked by Wall St. Rank hold GS as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Goldman Sachs position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 64 Goldman Sachs shares in Q4 2021, an estimated $24K.
  • Phoenix Wealth Advisors first reported a position in Goldman Sachs in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Goldman Sachs position peaked at $24K in Q3 2021.
  • 1,884 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.