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Wambolt & Associates’s Goldman Sachs GS Stock Holding History

Wambolt & Associates’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
2024
Q4 		– Sell
-724
Closed -$355K – 191
2024
Q3 		$355K Sell
724
-94
-11% -$46K 0.1% 146
2024
Q2 		$379K Buy
818
+70
+9% +$30.7K 0.11% 147
2024
Q1 		$309K Sell
748
-327
-30% -$127K 0.09% 180
2023
Q4 		$415K Sell
1,075
-26
-2% -$8.68K 0.14% 177
2023
Q3 		$351K Sell
1,101
-34
-3% -$11.4K 0.13% 188
2023
Q2 		$366K Sell
1,135
-25
-2% -$8.22K 0.13% 183
2023
Q1 		$379K Buy
1,160
+22
+2% +$7.66K 0.13% 187
2022
Q4 		$391K Sell
1,138
-2
-0.2% -$696 0.15% 172
2022
Q3 		$334K Sell
1,140
-27
-2% -$8.75K 0.14% 176
2022
Q2 		$347K Buy
1,167
+118
+11% +$36.7K 0.14% 176
2022
Q1 		$346K Sell
1,049
-297
-22% -$105K 0.13% 183
2021
Q4 		$515K Sell
1,346
-121
-8% -$47.9K 0.19% 148
2021
Q3 		$557K Sell
1,467
-76
-5% -$29.7K 0.22% 136
2021
Q2 		$579K Buy
1,543
+424
+38% +$152K 0.25% 130
2021
Q1 		$367K Hold
1,119
– – 0.19% 157
2020
Q4 		$295K Sell
1,119
-105
-9% -$23.4K 0.18% 167
2020
Q3 		$246K Buy
1,224
+149
+14% +$30.3K 0.18% 166
2020
Q2 		$212K Buy
+1,075
New +$202K 0.17% 168

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wambolt & Associates's GS Position: Q4 2024 in Review

Wambolt & Associates sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 724 shares — an estimated $355K sold.

Wambolt & Associates first reported a position in GS in Q2 2020 and held it in 18 quarters. The position peaked at $579K in Q2 2021. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Wambolt & Associates reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • Wambolt & Associates sold 724 Goldman Sachs shares in Q4 2024, an estimated $355K.
  • Wambolt & Associates first reported a position in Goldman Sachs in Q2 2020 and held it in 18 quarters.
  • Wambolt & Associates's Goldman Sachs position peaked at $579K in Q2 2021.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Wambolt & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.