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Professional Planning’s Goldman Sachs GS Stock Holding History

Professional Planning’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
Q3 		$284K Buy
+752
New +$294K 0.14% 105

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

Professional Planning's GS Position: Q3 2021 in Review

Professional Planning opened a new position in Goldman Sachs (GS) in Q3 2021: 752 shares worth $284K. The stake represents 0.14% of the portfolio and ranks #105 among its holdings.

1,742 funds tracked by Wall St. Rank hold GS as of Q3 2021.

  • Professional Planning held 752 shares of Goldman Sachs worth $284K as of Q3 2021.
  • Goldman Sachs was a new Professional Planning position in Q3 2021.
  • Goldman Sachs made up 0.14% of Professional Planning's portfolio in Q3 2021, its #105 holding.
  • 1,742 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.