Resurgent Financial Advisors’s Goldman Sachs GS Stock Holding History

Resurgent Financial 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 Q2	–	Sell	-523	Closed	-$218K	–	186
2024 Q1	$218K	Buy	523 +200	+62%	+$77.6K	0.12%	171
2023 Q4	$125K	Sell	323 -413	-56%	-$138K	0.08%	223
2023 Q3	$238K	Sell	736 -30	-4%	-$10K	0.16%	127
2023 Q2	$247K	Sell	766 -1	-0.1%	-$329	0.16%	118
2023 Q1	$251K	Sell	767 -65	-8%	-$22.6K	0.17%	124
2022 Q4	$286K	Sell	832 -30	-3%	-$10.4K	0.15%	146
2022 Q3	$252K	Buy	862 +162	+23%	+$52.5K	0.17%	152
2022 Q2	$208K	Buy	+700	New	+$218K	0.13%	173

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Resurgent Financial Advisors's GS Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 523 shares — an estimated $218K sold.

Resurgent Financial Advisors first reported a position in GS in Q2 2022 and held it in 8 quarters. The position peaked at $286K in Q4 2022. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

Resurgent Financial Advisors reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 523 Goldman Sachs shares in Q2 2024, an estimated $218K.
Resurgent Financial Advisors first reported a position in Goldman Sachs in Q2 2022 and held it in 8 quarters.
Resurgent Financial Advisors's Goldman Sachs position peaked at $286K in Q4 2022.
2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.