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Pinnacle Private Wealth’s Goldman Sachs GS Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$726K Buy
2,444
+1,248
+104% +$389K 0.28% 83
2022
Q1 		$395K Sell
1,196
-104
-8% -$36.7K 0.12% 180
2021
Q4 		$497K Buy
+1,300
New +$515K 0.16% 148

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Private Wealth's GS Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Goldman Sachs (GS) stake by 104% in Q2 2022, buying an estimated $389K and bringing the position to 2,444 shares worth $726K. The position accounts for 0.28% of the portfolio, ranked #83.

Pinnacle Private Wealth first reported a position in GS in Q4 2021 and has held it in 3 quarters since. 1,771 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • Pinnacle Private Wealth held 2,444 shares of Goldman Sachs worth $726K as of Q2 2022.
  • Pinnacle Private Wealth bought 1,248 Goldman Sachs shares in Q2 2022, an estimated $389K.
  • Goldman Sachs made up 0.28% of Pinnacle Private Wealth's portfolio in Q2 2022, its #83 holding.
  • Pinnacle Private Wealth first reported a position in Goldman Sachs in Q4 2021 and has held it in 3 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.