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Strategic Wealth Management’s Goldman Sachs GS Stock Holding History

Strategic 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
2021
Q4 		$1.09M Buy
2,851
+100
+4% +$39.6K 0.54% 53
2021
Q3 		$1.04M Buy
2,751
+154
+6% +$60.1K 0.54% 49
2021
Q2 		$986K Buy
+2,597
New +$929K 0.53% 51

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Strategic Wealth Management's GS Position: Q4 2021 in Review

Strategic Wealth Management increased its Goldman Sachs (GS) stake by 3.6% in Q4 2021, buying an estimated $39.6K and bringing the position to 2,851 shares worth $1.09M. The position accounts for 0.54% of the portfolio, ranked #53.

Strategic Wealth Management first reported a position in GS in Q2 2021 and has held it in 3 quarters since. 1,884 funds tracked by Wall St. Rank hold GS as of Q4 2021.

  • Strategic Wealth Management held 2,851 shares of Goldman Sachs worth $1.09M as of Q4 2021.
  • Strategic Wealth Management bought 100 Goldman Sachs shares in Q4 2021, an estimated $39.6K.
  • Goldman Sachs made up 0.54% of Strategic Wealth Management's portfolio in Q4 2021, its #53 holding.
  • Strategic Wealth Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 3 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.