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RE Dickinson Investment Advisors’s Goldman Sachs GS Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$86K Hold
15
– – ﹤0.01% 171
2024
Q3 		$7.43K Hold
15
– – ﹤0.01% 173
2024
Q2 		$6.79K Hold
15
– – ﹤0.01% 170
2024
Q1 		$6K Hold
15
– – ﹤0.01% 175
2023
Q4 		$6K Hold
15
– – ﹤0.01% 178
2023
Q3 		$5K Hold
15
– – ﹤0.01% 198
2023
Q2 		$5K Hold
15
– – ﹤0.01% 283
2023
Q1 		$5K Hold
15
– – ﹤0.01% 304
2022
Q4 		$5K Hold
15
– – ﹤0.01% 289
2022
Q3 		$4K Hold
15
– – ﹤0.01% 191
2022
Q2 		$4 Hold
15
– – ﹤0.01% 212
2022
Q1 		$5K Buy
+15
New +$5.3K ﹤0.01% 212

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return