TCWP’s Goldman Sachs GS Stock Holding History

TCWP’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	–	Sell	-527	Closed	-$238K	–	23
2024 Q2	$238K	Buy	527 +17	+3%	+$7.46K	0.58%	50
2024 Q1	$213K	Buy	+510	New	+$198K	0.57%	53
2023 Q1	–	Sell	-1,461	Closed	-$502K	–	261
2022 Q4	$502K	Buy	+1,461	New	+$509K	0.1%	138
2022 Q2	–	Sell	-396	Closed	-$130K	–	868
2022 Q1	$130K	Buy	+396	New	+$140K	0.02%	309

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

TCWP's GS Position: Q3 2024 in Review

TCWP sold out of Goldman Sachs (GS) in Q3 2024, closing a stake of 527 shares — an estimated $238K sold.

TCWP first reported a position in GS in Q1 2022 and held it in 4 quarters. The position peaked at $502K in Q4 2022. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

TCWP reported no remaining Goldman Sachs position as of Q3 2024 after selling out during the quarter.
TCWP sold 527 Goldman Sachs shares in Q3 2024, an estimated $238K.
TCWP first reported a position in Goldman Sachs in Q1 2022 and held it in 4 quarters.
TCWP's Goldman Sachs position peaked at $502K in Q4 2022.
2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.