Trellis Advisors’s Goldman Sachs GS Stock Holding History

Trellis 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 Q1	–	Sell	-588	Closed	-$202K	–	91
2022 Q4	$202K	Buy	+588	New	+$205K	0.11%	83

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trellis Advisors's GS Position: Q1 2023 in Review

Trellis Advisors sold out of Goldman Sachs (GS) in Q1 2023, closing a stake of 588 shares — an estimated $202K sold.

Trellis Advisors first reported a position in GS in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 1,811 funds tracked by Wall St. Rank hold GS as of Q1 2023.

Trellis Advisors reported no remaining Goldman Sachs position as of Q1 2023 after selling out during the quarter.
Trellis Advisors sold 588 Goldman Sachs shares in Q1 2023, an estimated $202K.
Trellis Advisors first reported a position in Goldman Sachs in Q4 2022 and held it in 1 quarter.
Trellis Advisors's Goldman Sachs position peaked at $202K in Q4 2022.
1,811 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on Trellis Advisors's 13F filing for Q1 2023, filed 12 May 2023.