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Tilson Financial Group’s Goldman Sachs GS Stock Holding History

Tilson Financial Group’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
-541
Closed -$226K – 44
2024
Q1 		$226K Sell
541
-204
-27% -$79.2K 0.12% 65
2023
Q4 		$287K Buy
+745
New +$249K 0.18% 53

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tilson Financial Group's GS Position: Q2 2024 in Review

Tilson Financial Group sold out of Goldman Sachs (GS) in Q2 2024, closing a stake of 541 shares — an estimated $226K sold.

Tilson Financial Group first reported a position in GS in Q4 2023 and held it in 2 quarters. The position peaked at $287K in Q4 2023. 2,127 funds tracked by Wall St. Rank hold GS as of Q2 2024.

  • Tilson Financial Group reported no remaining Goldman Sachs position as of Q2 2024 after selling out during the quarter.
  • Tilson Financial Group sold 541 Goldman Sachs shares in Q2 2024, an estimated $226K.
  • Tilson Financial Group first reported a position in Goldman Sachs in Q4 2023 and held it in 2 quarters.
  • Tilson Financial Group's Goldman Sachs position peaked at $287K in Q4 2023.
  • 2,127 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2024.

Based on Tilson Financial Group's 13F filing for Q2 2024, filed 25 Jul 2024.