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Valley Wealth Managers’s Goldman Sachs GS Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-23
Closed -$8.01K – 405
2022
Q3 		$7K Sell
23
-239
-91% -$77.4K ﹤0.01% 336
2022
Q2 		$78K Buy
+262
New +$81.6K 0.01% 229

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valley Wealth Managers's GS Position: Q4 2022 in Review

Valley Wealth Managers sold out of Goldman Sachs (GS) in Q4 2022, closing a stake of 23 shares — an estimated $8.01K sold.

Valley Wealth Managers first reported a position in GS in Q2 2022 and held it in 2 quarters. The position peaked at $78K in Q2 2022. 1,883 funds tracked by Wall St. Rank hold GS as of Q4 2022.

  • Valley Wealth Managers reported no remaining Goldman Sachs position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 23 Goldman Sachs shares in Q4 2022, an estimated $8.01K.
  • Valley Wealth Managers first reported a position in Goldman Sachs in Q2 2022 and held it in 2 quarters.
  • Valley Wealth Managers's Goldman Sachs position peaked at $78K in Q2 2022.
  • 1,883 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.