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Tiedemann Advisors’s Goldman Sachs GS Stock Holding History

Tiedemann 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 		$7.8M Buy
+24,095
New +$8.05M 0.33% 37
2022
Q2 		– Sell
-23,029
Closed -$7.6M – 265
2022
Q1 		$7.6M Buy
23,029
+41
+0.2% +$14.5K 0.39% 35
2021
Q4 		$8.79M Sell
22,988
-3,121
-12% -$1.24M 0.43% 33
2021
Q3 		$9.87M Sell
26,109
-175
-0.7% -$68.3K 0.53% 31
2021
Q2 		$9.98M Sell
26,284
-90
-0.3% -$32.2K 0.4% 33
2021
Q1 		$8.63M Sell
26,374
-14,516
-36% -$4.52M 0.38% 34
2020
Q4 		$10.8M Buy
+40,890
New +$9.1M 0.52% 28
2020
Q1 		– Sell
-41,164
Closed -$9.46M – 306
2019
Q4 		$9.46M Sell
41,164
-549
-1% -$119K 0.45% 48
2019
Q3 		$8.64M Buy
41,713
+40,309
+2,871% +$8.43M 0.42% 50
2019
Q2 		$286K Sell
1,404
-2,181
-61% -$432K 0.01% 241
2019
Q1 		$688K Sell
3,585
-2,157
-38% -$416K 0.03% 268
2018
Q4 		$960K Sell
5,742
-315
-5% -$63.5K 0.05% 213
2018
Q3 		$1.36M Buy
6,057
+1,109
+22% +$258K 0.08% 143
2018
Q2 		$1.09M Sell
4,948
-146
-3% -$34.8K 0.07% 154
2018
Q1 		$1.28M Buy
+5,094
New +$1.33M 0.09% 124
2017
Q4 		– Sell
-2,209
Closed -$429K – 271
2017
Q3 		$429K Sell
2,209
-43,176
-95% -$9.74M 0.04% 236
2017
Q2 		$2.82M Buy
45,385
+36,842
+431% +$8.19M 0.2% 93
2017
Q1 		$1.96M Buy
8,543
+2,083
+32% +$503K 0.16% 120
2016
Q4 		$1.55M Buy
6,460
+1,752
+37% +$356K 0.15% 110
2016
Q3 		$826K Buy
+4,708
New +$765K 0.17% 70

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

Tiedemann Advisors's GS Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in Goldman Sachs (GS) in Q3 2023: 24,095 shares worth $7.8M. The stake represents 0.33% of the portfolio and ranks #37 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in GS as recently as Q1 2022.

Tiedemann Advisors first reported a position in GS in Q3 2016 and has held it in 20 quarters since. The position peaked at $10.8M in Q4 2020. 1,793 funds tracked by Wall St. Rank hold GS as of Q3 2023.

  • Tiedemann Advisors held 24,095 shares of Goldman Sachs worth $7.8M as of Q3 2023.
  • Goldman Sachs was a new Tiedemann Advisors position in Q3 2023.
  • Goldman Sachs made up 0.33% of Tiedemann Advisors's portfolio in Q3 2023, its #37 holding.
  • Tiedemann Advisors first reported a position in Goldman Sachs in Q3 2016 and has held it in 20 quarters since.
  • Tiedemann Advisors's Goldman Sachs position peaked at $10.8M in Q4 2020.
  • 1,793 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.