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UBP Investment Advisors’s Goldman Sachs GS Stock Holding History

UBP Investment 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
2022
Q2 		– Sell
-2,783
Closed -$560K – 116
2022
Q1 		$560K Buy
+2,783
New +$983K 0.21% 70
2021
Q4 		– Sell
-600
Closed -$230K – 105
2021
Q3 		$230K Hold
600
– – 0.09% 95
2021
Q2 		$230K Buy
+600
New +$215K 0.09% 104

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

UBP Investment Advisors's GS Position: Q2 2022 in Review

UBP Investment Advisors sold out of Goldman Sachs (GS) in Q2 2022, closing a stake of 2,783 shares — an estimated $560K sold.

UBP Investment Advisors first reported a position in GS in Q2 2021 and held it in 3 quarters. The position peaked at $560K in Q1 2022. 1,770 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • UBP Investment Advisors reported no remaining Goldman Sachs position as of Q2 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 2,783 Goldman Sachs shares in Q2 2022, an estimated $560K.
  • UBP Investment Advisors first reported a position in Goldman Sachs in Q2 2021 and held it in 3 quarters.
  • UBP Investment Advisors's Goldman Sachs position peaked at $560K in Q1 2022.
  • 1,770 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on UBP Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.