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Schechter Investment Advisors’s Goldman Sachs GS Stock Holding History

Schechter Investment 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
2025
Q1 		$2.31M Sell
4,236
-903
-18% -$543K 0.19% 107
2024
Q4 		$2.94M Sell
5,139
-390
-7% -$218K 0.23% 91
2024
Q3 		$2.74M Sell
5,529
-277
-5% -$135K 0.2% 92
2024
Q2 		$2.63M Sell
5,806
-55
-0.9% -$24.1K 0.2% 91
2024
Q1 		$2.45M Buy
5,861
+18
+0.3% +$6.99K 0.18% 103
2023
Q4 		$2.25M Sell
5,843
-115
-2% -$38.4K 0.2% 98
2023
Q3 		$1.93M Buy
5,958
+10
+0.2% +$3.34K 0.19% 107
2023
Q2 		$1.92M Buy
5,948
+124
+2% +$40.8K 0.17% 111
2023
Q1 		$1.91M Sell
5,824
-278
-5% -$96.8K 0.18% 112
2022
Q4 		$2.1M Buy
6,102
+19
+0.3% +$6.62K 0.19% 111
2022
Q3 		$1.78M Buy
6,083
+202
+3% +$65.4K 0.18% 117
2022
Q2 		$1.75M Buy
5,881
+292
+5% +$90.9K 0.17% 114
2022
Q1 		$1.84M Sell
5,589
-194
-3% -$68.5K 0.17% 116
2021
Q4 		$2.21M Buy
+5,783
New +$2.29M 0.2% 98

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schechter Investment Advisors's GS Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Goldman Sachs (GS) stake by 18% in Q1 2025, selling an estimated $543K and leaving 4,236 shares worth $2.31M. The position accounts for 0.19% of the portfolio, ranked #107.

Schechter Investment Advisors first reported a position in GS in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.94M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Schechter Investment Advisors held 4,236 shares of Goldman Sachs worth $2.31M as of Q1 2025.
  • Schechter Investment Advisors sold 903 Goldman Sachs shares in Q1 2025, an estimated $543K.
  • Goldman Sachs made up 0.19% of Schechter Investment Advisors's portfolio in Q1 2025, its #107 holding.
  • Schechter Investment Advisors first reported a position in Goldman Sachs in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Goldman Sachs position peaked at $2.94M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.