WAM
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Wakefield Asset Management’s Goldman Sachs GS Stock Holding History

Wakefield Asset Management’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
2025
Q2 		– Sell
-6,186
Closed -$3.38M – 223
2025
Q1 		$3.38M Sell
6,186
-1,167
-16% -$702K 1.02% 27
2024
Q4 		$4.21M Sell
7,353
-35
-0.5% -$19.5K 1.42% 8
2024
Q3 		$3.66M Buy
7,388
+20
+0.3% +$9.78K 1.19% 25
2024
Q2 		$3.33M Buy
+7,368
New +$3.23M 1.17% 32
2022
Q1 		– Sell
-7,799
Closed -$2.98M – 180
2021
Q4 		$2.98M Buy
+7,799
New +$3.09M 1.03% 31
2020
Q2 		– Sell
-8,088
Closed -$1.25M – 176
2020
Q1 		$1.25M Buy
+8,088
New +$1.72M 0.67% 52
2019
Q1 		– Sell
-2,149
Closed -$359K – 221
2018
Q4 		$359K Buy
+2,149
New +$434K 0.16% 121

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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