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StrategIQ Financial Group’s Goldman Sachs GS Stock Holding History

StrategIQ 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
Q4 		$439K Buy
1,139
+3
+0.3% +$1K 0.05% 223
2023
Q3 		$368K Buy
1,136
+4
+0.4% +$1.34K 0.04% 236
2023
Q2 		$365K Buy
1,132
+102
+10% +$33.5K 0.04% 238
2023
Q1 		$337K Buy
1,030
+1
+0.1% +$348 0.04% 228
2022
Q4 		$353K Buy
1,029
+23
+2% +$8.01K 0.04% 218
2022
Q3 		$295K Buy
1,006
+4
+0.4% +$1.3K 0.04% 227
2022
Q2 		$298K Buy
1,002
+103
+11% +$32.1K 0.04% 234
2022
Q1 		$297K Buy
899
+26
+3% +$9.18K 0.03% 253
2021
Q4 		$334K Buy
+873
New +$346K 0.03% 238

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

StrategIQ Financial Group's GS Position: Q4 2023 in Review

StrategIQ Financial Group increased its Goldman Sachs (GS) stake by 0.26% in Q4 2023, buying an estimated $1K and bringing the position to 1,139 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #223.

StrategIQ Financial Group first reported a position in GS in Q4 2021 and has held it in 9 quarters since. 1,968 funds tracked by Wall St. Rank hold GS as of Q4 2023.

  • StrategIQ Financial Group held 1,139 shares of Goldman Sachs worth $439K as of Q4 2023.
  • StrategIQ Financial Group bought 3 Goldman Sachs shares in Q4 2023, an estimated $1K.
  • Goldman Sachs made up 0.05% of StrategIQ Financial Group's portfolio in Q4 2023, its #223 holding.
  • StrategIQ Financial Group first reported a position in Goldman Sachs in Q4 2021 and has held it in 9 quarters since.
  • 1,968 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.