Tru Independence Asset Management 2’s Goldman Sachs GS Stock Holding History

Tru Independence Asset Management 2’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 Q1	–	Sell	-856	Closed	-$327K	–	110
2021 Q4	$327K	Sell	856 -164	-16%	-$64.9K	0.17%	94
2021 Q3	$386K	Sell	1,020 -2,240	-69%	-$875K	0.27%	69
2021 Q2	$1.24M	Sell	3,260 -462	-12%	-$165K	0.84%	29
2021 Q1	$1.22M	Buy	3,722 +190	+5%	+$59.2K	0.96%	26
2020 Q4	$931K	Buy	+3,532	New	+$786K	0.78%	33

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tru Independence Asset Management 2's GS Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of Goldman Sachs (GS) in Q1 2022, closing a stake of 856 shares — an estimated $327K sold.

Tru Independence Asset Management 2 first reported a position in GS in Q4 2020 and held it in 5 quarters. The position peaked at $1.24M in Q2 2021. 1,832 funds tracked by Wall St. Rank hold GS as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining Goldman Sachs position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 856 Goldman Sachs shares in Q1 2022, an estimated $327K.
Tru Independence Asset Management 2 first reported a position in Goldman Sachs in Q4 2020 and held it in 5 quarters.
Tru Independence Asset Management 2's Goldman Sachs position peaked at $1.24M in Q2 2021.
1,832 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.