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RPg Family Wealth Advisory’s Goldman Sachs GS Stock Holding History

RPg Family Wealth Advisory’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
Q1 		– Sell
-624
Closed -$241K – 115
2023
Q4 		$241K Sell
624
-170
-21% -$56.7K 0.09% 103
2023
Q3 		$257K Sell
794
-608
-43% -$203K 0.11% 104
2023
Q2 		$452K Sell
1,402
-216
-13% -$71K 0.18% 85
2023
Q1 		$529K Buy
1,618
+51
+3% +$17.8K 0.29% 66
2022
Q4 		$538K Buy
1,567
+17
+1% +$5.92K 0.37% 53
2022
Q3 		$520K Hold
1,550
– – 0.27% 69
2022
Q2 		$460K Sell
1,550
-50
-3% -$15.6K 0.27% 58
2022
Q1 		$528K Hold
1,600
– – 0.23% 71
2021
Q4 		$612K Buy
1,600
+1
+0.1% +$396 0.24% 62
2021
Q3 		$605K Buy
1,599
+40
+3% +$15.6K 0.25% 66
2021
Q2 		$592K Buy
+1,559
New +$558K 0.24% 69
2020
Q4 		$155K Hold
589
– – 0.07% 128
2020
Q3 		$118K Hold
589
– – 0.06% 131
2020
Q2 		$116K Hold
589
– – 0.07% 127
2020
Q1 		$91.1K Buy
589
+4
+0.7% +$849 0.07% 109
2019
Q4 		$135K Buy
585
+100
+21% +$21.7K 0.08% 109
2019
Q3 		$101K Hold
485
– – 0.06% 117
2019
Q2 		$99.2K Sell
485
-1,375
-74% -$272K 0.06% 119
2019
Q1 		$357K Buy
1,860
+500
+37% +$96.5K 0.21% 84
2018
Q4 		$227K Buy
1,360
+1,250
+1,136% +$252K 0.22% 53
2018
Q3 		$24.7K Sell
110
-1,250
-92% -$291K 0.02% 156
2018
Q2 		$300K Buy
1,360
+1,310
+2,620% +$312K 0.23% 59
2018
Q1 		$12.6K Hold
50
– – 0.01% 226
2017
Q4 		$12.7K Hold
50
– – 0.01% 244
2017
Q3 		$11.9K Hold
50
– – 0.01% 258
2017
Q2 		$11.1K Buy
+50
New +$11.1K 0.01% 287

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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $191B AUM 17.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RPg Family Wealth Advisory's GS Position: Q1 2024 in Review

RPg Family Wealth Advisory sold out of Goldman Sachs (GS) in Q1 2024, closing a stake of 624 shares — an estimated $241K sold.

RPg Family Wealth Advisory first reported a position in GS in Q2 2017 and held it in 26 quarters. The position peaked at $612K in Q4 2021. 2,047 funds tracked by Wall St. Rank hold GS as of Q1 2024.

  • RPg Family Wealth Advisory reported no remaining Goldman Sachs position as of Q1 2024 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 624 Goldman Sachs shares in Q1 2024, an estimated $241K.
  • RPg Family Wealth Advisory first reported a position in Goldman Sachs in Q2 2017 and held it in 26 quarters.
  • RPg Family Wealth Advisory's Goldman Sachs position peaked at $612K in Q4 2021.
  • 2,047 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2024, filed 13 May 2024.