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Sendero Wealth Management’s Goldman Sachs GS Stock Holding History

Sendero Wealth Management’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
Q3 		– Sell
-1,350
Closed -$611K – 160
2024
Q2 		$611K Sell
1,350
-1,639
-55% -$719K 0.1% 108
2024
Q1 		$1.25M Sell
2,989
-1,212
-29% -$470K 0.21% 69
2023
Q4 		$1.62M Buy
4,201
+98
+2% +$32.7K 0.31% 62
2023
Q3 		$1.33M Buy
4,103
+252
+7% +$84.2K 0.28% 63
2023
Q2 		$1.24M Buy
3,851
+351
+10% +$115K 0.27% 69
2023
Q1 		$1.14M Buy
3,500
+461
+15% +$160K 0.35% 59
2022
Q4 		$1.04M Buy
3,039
+460
+18% +$160K 0.37% 53
2022
Q3 		$756K Buy
2,579
+911
+55% +$295K 0.31% 51
2022
Q2 		$495K Buy
1,668
+708
+74% +$220K 0.47% 50
2022
Q1 		$317K Sell
960
-350
-27% -$124K 0.15% 73
2021
Q4 		$501K Buy
+1,310
New +$519K 0.22% 55

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sendero Wealth Management's GS Position: Q3 2024 in Review

Sendero Wealth Management sold out of Goldman Sachs (GS) in Q3 2024, closing a stake of 1,350 shares — an estimated $611K sold.

Sendero Wealth Management first reported a position in GS in Q4 2021 and held it in 11 quarters. The position peaked at $1.62M in Q4 2023. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Sendero Wealth Management reported no remaining Goldman Sachs position as of Q3 2024 after selling out during the quarter.
  • Sendero Wealth Management sold 1,350 Goldman Sachs shares in Q3 2024, an estimated $611K.
  • Sendero Wealth Management first reported a position in Goldman Sachs in Q4 2021 and held it in 11 quarters.
  • Sendero Wealth Management's Goldman Sachs position peaked at $1.62M in Q4 2023.
  • 2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Sendero Wealth Management's 13F filing for Q3 2024, filed 9 Oct 2024.