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Wealthgate Family Office’s Goldman Sachs GS Stock Holding History

Wealthgate Family Office’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
Q3 		$534K Buy
1,078
+2
+0.2% +$978 1.49% 11
2024
Q2 		$487K Buy
1,076
+3
+0.3% +$1.32K 1.2% 13
2024
Q1 		$448K Buy
1,073
+2
+0.2% +$776 1.16% 14
2023
Q4 		$413K Buy
1,071
+3
+0.3% +$1K 1.14% 14
2023
Q3 		$346K Buy
1,068
+3
+0.3% +$1K 1.07% 15
2023
Q2 		$344K Buy
1,065
+3
+0.3% +$986 1% 15
2023
Q1 		$347K Buy
1,062
+3
+0.3% +$1.04K 1% 15
2022
Q4 		$364K Buy
1,059
+2
+0.2% +$696 0.99% 14
2022
Q3 		$310K Buy
1,057
+3
+0.3% +$972 0.82% 14
2022
Q2 		$313K Buy
1,054
+2
+0.2% +$623 0.77% 16
2022
Q1 		$347K Buy
1,052
+3
+0.3% +$1.06K 0.7% 15
2021
Q4 		$401K Sell
1,049
-1,313
-56% -$520K 0.62% 20
2021
Q3 		$893K Buy
2,362
+1,316
+126% +$514K 1.37% 11
2021
Q2 		$397K Sell
1,046
-1,421
-58% -$508K 0.78% 10
2021
Q1 		$807K Buy
2,467
+2
+0.1% +$623 1.1% 16
2020
Q4 		$650K Buy
+2,465
New +$549K 0.97% 16

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Wealthgate Family Office's GS Position: Q3 2024 in Review

Wealthgate Family Office increased its Goldman Sachs (GS) stake by 0.19% in Q3 2024, buying an estimated $978 and bringing the position to 1,078 shares worth $534K. The position accounts for 1.49% of the portfolio, ranked #11.

Wealthgate Family Office first reported a position in GS in Q4 2020 and has held it in 16 quarters since. The position peaked at $893K in Q3 2021. 2,202 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Wealthgate Family Office held 1,078 shares of Goldman Sachs worth $534K as of Q3 2024.
  • Wealthgate Family Office bought 2 Goldman Sachs shares in Q3 2024, an estimated $978.
  • Goldman Sachs made up 1.49% of Wealthgate Family Office's portfolio in Q3 2024, its #11 holding.
  • Wealthgate Family Office first reported a position in Goldman Sachs in Q4 2020 and has held it in 16 quarters since.
  • Wealthgate Family Office's Goldman Sachs position peaked at $893K in Q3 2021.
  • 2,202 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.