TFO Wealth Partners’s Goldman Sachs GS Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-3	Closed	-$1.25K	–	348
2024 Q1	$1.25K	Hold	3	–	–	﹤0.01%	137
2023 Q4	$1.16K	Hold	3	–	–	﹤0.01%	174
2023 Q3	$968	Hold	3	–	–	﹤0.01%	292
2023 Q2	$968	Hold	3	–	–	﹤0.01%	207
2023 Q1	$981	Sell	3 -1	-25%	-$348	﹤0.01%	170
2022 Q4	$482	Buy	+4	New	+$1.39K	﹤0.01%	482
2022 Q3	–	Sell	-5	Closed	-$1K	–	275
2022 Q2	$1K	Buy	+5	New	+$1.56K	﹤0.01%	413
2022 Q1	–	Sell	-20	Closed	-$8K	–	135
2021 Q4	$8K	Buy	+20	New	+$7.92K	﹤0.01%	96
2021 Q3	–	Sell	-15	Closed	-$6K	–	156
2021 Q2	$6K	Buy	+15	New	+$5.37K	﹤0.01%	82

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TFO Wealth Partners's GS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 3 shares — an estimated $1.25K sold.

TFO Wealth Partners first reported a position in GS in Q2 2021 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

TFO Wealth Partners reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 Goldman Sachs shares in Q2 2024, an estimated $1.25K.
TFO Wealth Partners first reported a position in Goldman Sachs in Q2 2021 and held it in 9 quarters.
TFO Wealth Partners's Goldman Sachs position peaked at $8K in Q4 2021.
2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.