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REDW Wealth’s Goldman Sachs GS Stock Holding History

REDW 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
2024
Q4 		– Sell
-672
Closed -$333K – 126
2024
Q3 		$333K Hold
672
– – 0.09% 121
2024
Q2 		$304K Hold
672
– – 0.08% 121
2024
Q1 		$281K Hold
672
– – 0.08% 130
2023
Q4 		$259K Buy
672
+54
+9% +$18K 0.07% 126
2023
Q3 		$200K Buy
+618
New +$206K 0.06% 138
2023
Q2 		– Sell
-681
Closed -$223K – 146
2023
Q1 		$223K Buy
681
+26
+4% +$9.05K 0.07% 132
2022
Q4 		$225K Buy
+655
New +$228K 0.08% 123
2022
Q3 		– Sell
-879
Closed -$261K – 114
2022
Q2 		$261K Buy
879
+47
+6% +$14.6K 0.1% 103
2022
Q1 		$275K Hold
832
– – 0.08% 99
2021
Q4 		$318K Hold
832
– – 0.09% 82
2021
Q3 		$315K Sell
832
-31
-4% -$12.1K 0.1% 81
2021
Q2 		$328K Buy
863
+82
+10% +$29.3K 0.1% 82
2021
Q1 		$255K Hold
781
– – 0.09% 91
2020
Q4 		$206K Buy
+781
New +$174K 0.08% 94

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

REDW Wealth's GS Position: Q4 2024 in Review

REDW Wealth sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 672 shares — an estimated $333K sold.

REDW Wealth first reported a position in GS in Q4 2020 and held it in 14 quarters. The position peaked at $333K in Q3 2024. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • REDW Wealth reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 672 Goldman Sachs shares in Q4 2024, an estimated $333K.
  • REDW Wealth first reported a position in Goldman Sachs in Q4 2020 and held it in 14 quarters.
  • REDW Wealth's Goldman Sachs position peaked at $333K in Q3 2024.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.