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Ten Capital Wealth Advisors’s Goldman Sachs GS Stock Holding History

Ten Capital 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
Q2 		– Sell
-248
Closed -$81.1K – 324
2023
Q1 		$81.1K Sell
248
-2
-0.8% -$696 0.03% 182
2022
Q4 		$85.8K Buy
250
+2
+0.8% +$696 0.03% 140
2022
Q3 		$73K Hold
248
– – 0.03% 132
2022
Q2 		$74K Hold
248
– – 0.03% 129
2022
Q1 		$82K Buy
+248
New +$87.6K 0.03% 124

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ten Capital Wealth Advisors's GS Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Goldman Sachs (GS) in Q2 2023, closing a stake of 248 shares — an estimated $81.1K sold.

Ten Capital Wealth Advisors first reported a position in GS in Q1 2022 and held it in 5 quarters. The position peaked at $85.8K in Q4 2022. 1,823 funds tracked by Wall St. Rank hold GS as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Goldman Sachs position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 248 Goldman Sachs shares in Q2 2023, an estimated $81.1K.
  • Ten Capital Wealth Advisors first reported a position in Goldman Sachs in Q1 2022 and held it in 5 quarters.
  • Ten Capital Wealth Advisors's Goldman Sachs position peaked at $85.8K in Q4 2022.
  • 1,823 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.