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Provence Wealth Management Group’s Goldman Sachs GS Stock Holding History

Provence Wealth Management 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
2023
Q4 		$277K Buy
719
+52
+8% +$17.4K 0.15% 128
2023
Q3 		$216K Buy
+667
New +$223K 0.13% 138

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Provence Wealth Management Group's GS Position: Q4 2023 in Review

Provence Wealth Management Group increased its Goldman Sachs (GS) stake by 7.8% in Q4 2023, buying an estimated $17.4K and bringing the position to 719 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #128.

Provence Wealth Management Group first reported a position in GS in Q3 2023 and has held it in 2 quarters since. 1,970 funds tracked by Wall St. Rank hold GS as of Q4 2023.

  • Provence Wealth Management Group held 719 shares of Goldman Sachs worth $277K as of Q4 2023.
  • Provence Wealth Management Group bought 52 Goldman Sachs shares in Q4 2023, an estimated $17.4K.
  • Goldman Sachs made up 0.15% of Provence Wealth Management Group's portfolio in Q4 2023, its #128 holding.
  • Provence Wealth Management Group first reported a position in Goldman Sachs in Q3 2023 and has held it in 2 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.