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Snider Financial Group’s Goldman Sachs GS Stock Holding History

Snider Financial Group’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
Q1 		– Sell
-838
Closed -$288K – 55
2022
Q4 		$288K Sell
838
-345
-29% -$120K 0.16% 47
2022
Q3 		$372K Sell
1,183
-580
-33% -$188K 0.2% 44
2022
Q2 		$524K Sell
1,763
-48
-3% -$14.9K 0.29% 40
2022
Q1 		$598K Buy
1,811
+96
+6% +$33.9K 0.27% 43
2021
Q4 		$678K Buy
1,715
+63
+4% +$24.9K 0.29% 42
2021
Q3 		$683K Sell
1,652
-2
-0.1% -$781 0.3% 43
2021
Q2 		$603K Buy
+1,654
New +$592K 0.28% 45

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Snider Financial Group's GS Position: Q1 2023 in Review

Snider Financial Group sold out of Goldman Sachs (GS) in Q1 2023, closing a stake of 838 shares — an estimated $288K sold.

Snider Financial Group first reported a position in GS in Q2 2021 and held it in 7 quarters. The position peaked at $683K in Q3 2021. 1,810 funds tracked by Wall St. Rank hold GS as of Q1 2023.

  • Snider Financial Group reported no remaining Goldman Sachs position as of Q1 2023 after selling out during the quarter.
  • Snider Financial Group sold 838 Goldman Sachs shares in Q1 2023, an estimated $288K.
  • Snider Financial Group first reported a position in Goldman Sachs in Q2 2021 and held it in 7 quarters.
  • Snider Financial Group's Goldman Sachs position peaked at $683K in Q3 2021.
  • 1,810 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on Snider Financial Group's 13F filing for Q1 2023, filed 10 Apr 2023.