Safeguard Financial’s Goldman Sachs GS Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-35	Closed	-$11K	–	261
2023 Q2	$11K	Buy	+35	New	+$11.5K	0.01%	325

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Safeguard Financial's GS Position: Q3 2023 in Review

Safeguard Financial sold out of Goldman Sachs (GS) in Q3 2023, closing a stake of 35 shares — an estimated $11K sold.

Safeguard Financial first reported a position in GS in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 1,793 funds tracked by Wall St. Rank hold GS as of Q3 2023.

Safeguard Financial reported no remaining Goldman Sachs position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 35 Goldman Sachs shares in Q3 2023, an estimated $11K.
Safeguard Financial first reported a position in Goldman Sachs in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Goldman Sachs position peaked at $11K in Q2 2023.
1,793 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.