Polaris Wealth Advisory Group’s Goldman Sachs GS Stock Holding History

Polaris Wealth Advisory 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
2022 Q1	–	Sell	-96,965	Closed	-$37.1M	–	173
2021 Q4	$37.1M	Buy	96,965 +2,038	+2%	+$807K	2.13%	10
2021 Q3	$37.1M	Buy	94,927 +28,460	+43%	+$11.1M	2.22%	9
2021 Q2	$24.9M	Buy	66,467 +4,513	+7%	+$1.61M	1.48%	26
2021 Q1	$20.5M	Buy	+61,954	New	+$19.3M	1.31%	31
2020 Q3	–	Sell	-118,016	Closed	-$23.3M	–	166
2020 Q2	$23.3M	Sell	118,016 -13,509	-10%	-$2.54M	1.84%	20
2020 Q1	$20.3M	Buy	+131,525	New	+$27.9M	2.21%	20
2018 Q4	–	Sell	-12	Closed	-$3K	–	270
2018 Q3	$3K	Buy	+12	New	+$2.79K	﹤0.01%	471
2018 Q2	–	Sell	-12	Closed	-$3K	–	325
2018 Q1	$3K	Buy	+12	New	+$3.12K	﹤0.01%	422

Other funds holding GS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's GS Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Goldman Sachs (GS) in Q1 2022, closing a stake of 96,965 shares — an estimated $37.1M sold.

Polaris Wealth Advisory Group first reported a position in GS in Q1 2018 and held it in 8 quarters. The position peaked at $37.1M in Q4 2021. 1,832 funds tracked by Wall St. Rank hold GS as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining Goldman Sachs position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 96,965 Goldman Sachs shares in Q1 2022, an estimated $37.1M.
Polaris Wealth Advisory Group first reported a position in Goldman Sachs in Q1 2018 and held it in 8 quarters.
Polaris Wealth Advisory Group's Goldman Sachs position peaked at $37.1M in Q4 2021.
1,832 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.