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Richard W. Paul & Associates’s Goldman Sachs GS Stock Holding History

Richard W. Paul & Associates’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 		– Sell
-10
Closed -$3.24K – 518
2023
Q3 		$3.24K Sell
10
-3
-23% -$1K ﹤0.01% 371
2023
Q2 		$4.19K Hold
13
– – ﹤0.01% 374
2023
Q1 		$4.25K Hold
13
– – ﹤0.01% 386
2022
Q4 		$4.46K Buy
+13
New +$4.53K ﹤0.01% 379

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
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 $295B AUM 31.6% 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 $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Richard W. Paul & Associates's GS Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of Goldman Sachs (GS) in Q4 2023, closing a stake of 10 shares — an estimated $3.24K sold.

Richard W. Paul & Associates first reported a position in GS in Q4 2022 and held it in 4 quarters. The position peaked at $4.46K in Q4 2022. 1,968 funds tracked by Wall St. Rank hold GS as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining Goldman Sachs position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 10 Goldman Sachs shares in Q4 2023, an estimated $3.24K.
  • Richard W. Paul & Associates first reported a position in Goldman Sachs in Q4 2022 and held it in 4 quarters.
  • Richard W. Paul & Associates's Goldman Sachs position peaked at $4.46K in Q4 2022.
  • 1,968 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.