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TrinityPoint Wealth’s Goldman Sachs GS Stock Holding History

TrinityPoint Wealth’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
Q4 		$3.19M Buy
5,569
+391
+8% +$218K 0.45% 59
2024
Q3 		$2.56M Buy
5,178
+34
+0.7% +$16.6K 0.37% 71
2024
Q2 		$2.33M Buy
5,144
+3,843
+295% +$1.69M 0.36% 69
2024
Q1 		$543K Buy
1,301
+24
+2% +$9.31K 0.09% 193
2023
Q4 		$493K Sell
1,277
-87
-6% -$29K 0.09% 192
2023
Q3 		$441K Buy
1,364
+4
+0.3% +$1.34K 0.09% 191
2023
Q2 		$439K Sell
1,360
-2,674
-66% -$879K 0.09% 187
2023
Q1 		$1.32M Buy
4,034
+5
+0.1% +$1.74K 0.28% 94
2022
Q4 		$1.38M Sell
4,029
-196
-5% -$68.2K 0.32% 84
2022
Q3 		$1.24M Buy
4,225
+358
+9% +$116K 0.28% 94
2022
Q2 		$1.15M Sell
3,867
-175
-4% -$54.5K 0.25% 93
2022
Q1 		$1.33M Buy
4,042
+790
+24% +$279K 0.24% 89
2021
Q4 		$1.24M Buy
3,252
+73
+2% +$28.9K 0.22% 101
2021
Q3 		$1.2M Buy
3,179
+1,778
+127% +$694K 0.23% 94
2021
Q2 		$532K Sell
1,401
-98
-7% -$35.1K 0.11% 160
2021
Q1 		$490K Buy
1,499
+14
+0.9% +$4.36K 0.11% 162
2020
Q4 		$419K Sell
1,485
-2,033
-58% -$453K 0.1% 164
2020
Q3 		$707K Buy
3,518
+13
+0.4% +$2.65K 0.2% 115
2020
Q2 		$693K Buy
3,505
+13
+0.4% +$2.44K 0.22% 103
2020
Q1 		$540K Sell
3,492
-481
-12% -$102K 0.21% 113
2019
Q4 		$914K Sell
3,973
-149
-4% -$32.3K 0.31% 81
2019
Q3 		$906K Sell
4,122
-526
-11% -$110K 0.32% 85
2019
Q2 		$1.03M Sell
4,648
-109
-2% -$21.6K 0.49% 52
2019
Q1 		$913K Sell
4,757
-2,927
-38% -$565K 0.45% 63
2018
Q4 		$1.28M Buy
+7,684
New +$1.55M 0.79% 34

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TrinityPoint Wealth's GS Position: Q4 2024 in Review

TrinityPoint Wealth increased its Goldman Sachs (GS) stake by 7.6% in Q4 2024, buying an estimated $218K and bringing the position to 5,569 shares worth $3.19M. The position accounts for 0.45% of the portfolio, ranked #59.

TrinityPoint Wealth first reported a position in GS in Q4 2018 and has held it in 25 quarters since. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • TrinityPoint Wealth held 5,569 shares of Goldman Sachs worth $3.19M as of Q4 2024.
  • TrinityPoint Wealth bought 391 Goldman Sachs shares in Q4 2024, an estimated $218K.
  • Goldman Sachs made up 0.45% of TrinityPoint Wealth's portfolio in Q4 2024, its #59 holding.
  • TrinityPoint Wealth first reported a position in Goldman Sachs in Q4 2018 and has held it in 25 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.