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Tilia Fiduciary Partners’s Goldman Sachs GS Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-155
Closed -$50K – 243
2023
Q2 		$50K Sell
155
-48
-24% -$15.8K 0.04% 212
2023
Q1 		$66.4K Sell
203
-65
-24% -$22.6K 0.06% 183
2022
Q4 		$92K Hold
268
– – 0.09% 148
2022
Q3 		$79K Sell
268
-24
-8% -$7.78K 0.08% 154
2022
Q2 		$86K Sell
292
-68
-19% -$21.2K 0.08% 151
2022
Q1 		$119K Hold
360
– – 0.1% 138
2021
Q4 		$138K Buy
+360
New +$143K 0.11% 131

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

Tilia Fiduciary Partners's GS Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Goldman Sachs (GS) in Q3 2023, closing a stake of 155 shares — an estimated $50K sold.

Tilia Fiduciary Partners first reported a position in GS in Q4 2021 and held it in 7 quarters. The position peaked at $138K in Q4 2021. 1,793 funds tracked by Wall St. Rank hold GS as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Goldman Sachs position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 155 Goldman Sachs shares in Q3 2023, an estimated $50K.
  • Tilia Fiduciary Partners first reported a position in Goldman Sachs in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Goldman Sachs position peaked at $138K in Q4 2021.
  • 1,793 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.