Wealthcare Capital Management’s Goldman Sachs GS Stock Holding History

Wealthcare Capital 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
2024 Q1	–	Sell	-522	Closed	-$201K	–	84
2023 Q4	$201K	Buy	+522	New	+$174K	0.02%	80
2021 Q2	–	Sell	-275	Closed	-$90K	–	318
2021 Q1	$90K	Buy	+275	New	+$85.6K	0.01%	106
2020 Q2	–	Sell	-128	Closed	-$20K	–	126
2020 Q1	$20K	Sell	128 -10	-7%	-$2.12K	﹤0.01%	132
2019 Q4	$32K	Buy	138 +28	+25%	+$6.08K	﹤0.01%	130
2019 Q3	$23K	Hold	110	–	–	﹤0.01%	128
2019 Q2	$23K	Hold	110	–	–	﹤0.01%	125
2019 Q1	$21K	Hold	110	–	–	﹤0.01%	134
2018 Q4	$18K	Hold	110	–	–	﹤0.01%	133
2018 Q3	$25K	Hold	110	–	–	﹤0.01%	124
2018 Q2	$24K	Buy	110 +60	+120%	+$14.3K	﹤0.01%	114
2018 Q1	$13K	Buy	50 +40	+400%	+$10.4K	﹤0.01%	134
2017 Q4	$3K	Buy	+10	New	+$2.45K	﹤0.01%	180

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthcare Capital Management's GS Position: Q1 2024 in Review

Wealthcare Capital Management sold out of Goldman Sachs (GS) in Q1 2024, closing a stake of 522 shares — an estimated $201K sold.

Wealthcare Capital Management first reported a position in GS in Q4 2017 and held it in 12 quarters. The position peaked at $201K in Q4 2023. 2,049 funds tracked by Wall St. Rank hold GS as of Q1 2024.

Wealthcare Capital Management reported no remaining Goldman Sachs position as of Q1 2024 after selling out during the quarter.
Wealthcare Capital Management sold 522 Goldman Sachs shares in Q1 2024, an estimated $201K.
Wealthcare Capital Management first reported a position in Goldman Sachs in Q4 2017 and held it in 12 quarters.
Wealthcare Capital Management's Goldman Sachs position peaked at $201K in Q4 2023.
2,049 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on Wealthcare Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.