SYSTM Wealth Solutions’s Goldman Sachs GS Stock Holding History

SYSTM Wealth Solutions’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	$47.5K	Sell	96 -12,904	-99%	-$6.31M	1.44%	26
2024 Q2	$5.88M	Sell	13,000 -3,278	-20%	-$1.44M	1.31%	22
2024 Q1	$6.8M	Buy	16,278 +1,258	+8%	+$488K	0.86%	17
2023 Q4	$5.79M	Buy	15,020 +1,130	+8%	+$377K	0.8%	22
2023 Q3	$4.49M	Buy	13,890 +249	+2%	+$83.2K	0.69%	31
2023 Q2	$4.4M	Sell	13,641 -1,943	-12%	-$639K	0.6%	37
2023 Q1	$5.1M	Sell	15,584 -14	-0.1%	-$4.87K	0.78%	24
2022 Q4	$5.36M	Buy	+15,598	New	+$5.43M	0.67%	29

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SYSTM Wealth Solutions's GS Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Goldman Sachs (GS) stake by 99% in Q3 2024, selling an estimated $6.31M and leaving 96 shares worth $47.5K. The position accounts for 1.44% of the portfolio, ranked #26.

SYSTM Wealth Solutions first reported a position in GS in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.8M in Q1 2024. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

SYSTM Wealth Solutions held 96 shares of Goldman Sachs worth $47.5K as of Q3 2024.
SYSTM Wealth Solutions sold 12,904 Goldman Sachs shares in Q3 2024, an estimated $6.31M.
Goldman Sachs made up 1.44% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #26 holding.
SYSTM Wealth Solutions first reported a position in Goldman Sachs in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Goldman Sachs position peaked at $6.8M in Q1 2024.
2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.