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Titus Wealth Management’s Goldman Sachs GS Stock Holding History

Titus Wealth Management’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
2022
Q2 		$203K Sell
685
-55
-7% -$17.1K 0.1% 159
2022
Q1 		$244K Buy
740
+63
+9% +$22.3K 0.11% 142
2021
Q4 		$259K Buy
677
+102
+18% +$40.4K 0.12% 132
2021
Q3 		$218K Buy
575
+5
+0.9% +$1.95K 0.11% 147
2021
Q2 		$216K Buy
+570
New +$204K 0.12% 142

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Titus Wealth Management's GS Position: Q2 2022 in Review

Titus Wealth Management reduced its Goldman Sachs (GS) stake by 7.4% in Q2 2022, selling an estimated $17.1K and leaving 685 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #159.

Titus Wealth Management first reported a position in GS in Q2 2021 and has held it in 5 quarters since. The position peaked at $259K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • Titus Wealth Management held 685 shares of Goldman Sachs worth $203K as of Q2 2022.
  • Titus Wealth Management sold 55 Goldman Sachs shares in Q2 2022, an estimated $17.1K.
  • Goldman Sachs made up 0.1% of Titus Wealth Management's portfolio in Q2 2022, its #159 holding.
  • Titus Wealth Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 5 quarters since.
  • Titus Wealth Management's Goldman Sachs position peaked at $259K in Q4 2021.
  • 1,770 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.