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Sutton Wealth Advisors’s Goldman Sachs GS Stock Holding History

Sutton Wealth 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
2023
Q3 		$59.9K Sell
185
-29
-14% -$9.69K 0.03% 209
2023
Q2 		$69K Buy
214
+12
+6% +$3.94K 0.03% 197
2023
Q1 		$66.1K Sell
202
-1,036
-84% -$361K 0.04% 184
2022
Q4 		$425K Sell
1,238
-8
-0.6% -$2.79K 0.16% 98
2022
Q3 		$365K Buy
1,246
+17
+1% +$5.51K 0.15% 102
2022
Q2 		$365K Buy
1,229
+6
+0.5% +$1.87K 0.15% 109
2022
Q1 		$404K Buy
1,223
+10
+0.8% +$3.53K 0.14% 104
2021
Q4 		$464K Sell
1,213
-1
-0.1% -$396 0.15% 94
2021
Q3 		$459K Sell
1,214
-3
-0.2% -$1.17K 0.17% 90
2021
Q2 		$462K Buy
1,217
+13
+1% +$4.65K 0.17% 96
2021
Q1 		$394K Buy
1,204
+4
+0.3% +$1.25K 0.15% 103
2020
Q4 		$316K Buy
1,200
+7
+0.6% +$1.56K 0.13% 116
2020
Q3 		$240K Buy
1,193
+11
+0.9% +$2.24K 0.12% 129
2020
Q2 		$234K Sell
1,182
-64
-5% -$12K 0.12% 127
2020
Q1 		$193K Buy
1,246
+14
+1% +$2.97K 0.12% 129
2019
Q4 		$283K Hold
1,232
– – 0.15% 114
2019
Q3 		$255K Sell
1,232
-120
-9% -$25.1K 0.14% 118
2019
Q2 		$277K Hold
1,352
– – 0.16% 110
2019
Q1 		$260K Buy
1,352
+6
+0.4% +$1.16K 0.15% 112
2018
Q4 		$225K Buy
1,346
+50
+4% +$10.1K 0.15% 113
2018
Q3 		$291K Buy
1,296
+4
+0.3% +$930 0.19% 95
2018
Q2 		$285K Hold
1,292
– – 0.2% 88
2018
Q1 		$325K Hold
1,292
– – 0.23% 73
2017
Q4 		$329K Hold
1,292
– – 0.24% 76
2017
Q3 		$306K Hold
1,292
– – 0.23% 75
2017
Q2 		$287K Hold
1,292
– – 0.23% 75
2017
Q1 		$297K Hold
1,292
– – 0.25% 67
2016
Q4 		$309K Hold
1,292
– – 0.28% 64
2016
Q3 		$208K Sell
1,292
-157
-11% -$25.5K 0.19% 89
2016
Q2 		$215K Buy
1,449
+3
+0.2% +$468 0.2% 86
2016
Q1 		$227K Buy
+1,446
New +$224K 0.22% 77

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Sutton Wealth Advisors's GS Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Goldman Sachs (GS) stake by 14% in Q3 2023, selling an estimated $9.69K and leaving 185 shares worth $59.9K. The position accounts for 0.03% of the portfolio, ranked #209.

Sutton Wealth Advisors first reported a position in GS in Q1 2016 and has held it in 31 quarters since. The position peaked at $464K in Q4 2021. 1,794 funds tracked by Wall St. Rank hold GS as of Q3 2023.

  • Sutton Wealth Advisors held 185 shares of Goldman Sachs worth $59.9K as of Q3 2023.
  • Sutton Wealth Advisors sold 29 Goldman Sachs shares in Q3 2023, an estimated $9.69K.
  • Goldman Sachs made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #209 holding.
  • Sutton Wealth Advisors first reported a position in Goldman Sachs in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Goldman Sachs position peaked at $464K in Q4 2021.
  • 1,794 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.