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Vahanian & Associates Financial Planning’s Goldman Sachs GS Stock Holding History

Vahanian & Associates Financial Planning’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
-1,114
Closed -$426K – 97
2021
Q4 		$426K Buy
+1,114
New +$441K 0.34% 79

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vahanian & Associates Financial Planning's GS Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Goldman Sachs (GS) in Q1 2022, closing a stake of 1,114 shares — an estimated $426K sold.

Vahanian & Associates Financial Planning first reported a position in GS in Q4 2021 and held it in 1 quarter. The position peaked at $426K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold GS as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Goldman Sachs position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 1,114 Goldman Sachs shares in Q1 2022, an estimated $426K.
  • Vahanian & Associates Financial Planning first reported a position in Goldman Sachs in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Goldman Sachs position peaked at $426K in Q4 2021.
  • 1,832 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.