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tru Independence’s Goldman Sachs GS Stock Holding History

tru Independence’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
2021
Q3 		– Sell
-105
Closed -$39K – 260
2021
Q2 		$39K Buy
+105
New +$37.6K 0.01% 239
2021
Q1 		– Sell
-38
Closed -$10 – 469
2020
Q4 		$10 Buy
38
+10
+36% +$2.23K ﹤0.01% 580
2020
Q3 		$6K Sell
28
-375
-93% -$76.3K ﹤0.01% 295
2020
Q2 		$80 Buy
403
+12
+3% +$2.25K 0.01% 328
2020
Q1 		$60 Hold
391
– – 0.01% 288
2019
Q4 		$60K Buy
+391
New +$84.8K 0.01% 358

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

tru Independence's GS Position: Q3 2021 in Review

tru Independence sold out of Goldman Sachs (GS) in Q3 2021, closing a stake of 105 shares — an estimated $39K sold.

tru Independence first reported a position in GS in Q4 2019 and held it in 6 quarters. The position peaked at $60K in Q4 2019. 1,742 funds tracked by Wall St. Rank hold GS as of Q3 2021.

  • tru Independence reported no remaining Goldman Sachs position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 105 Goldman Sachs shares in Q3 2021, an estimated $39K.
  • tru Independence first reported a position in Goldman Sachs in Q4 2019 and held it in 6 quarters.
  • tru Independence's Goldman Sachs position peaked at $60K in Q4 2019.
  • 1,742 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.