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WealthPLAN Partners’s Goldman Sachs GS Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-72
Closed -$23.2K – 632
2023
Q2 		$23.2K Sell
72
-353
-83% -$116K ﹤0.01% 649
2023
Q1 		$139K Buy
+425
New +$148K 0.02% 364
2022
Q1 		– Sell
-576
Closed -$204K – 391
2021
Q4 		$204K Buy
+576
New +$228K 0.01% 365
2021
Q3 		– Sell
-625
Closed -$259K – 382
2021
Q2 		$259K Buy
625
+15
+2% +$5.37K 0.02% 311
2021
Q1 		$213K Buy
+610
New +$190K 0.02% 311
2018
Q3 		– Sell
-1,142
Closed -$252K – 265
2018
Q2 		$252K Buy
1,142
+1
+0.1% +$238 0.05% 213
2018
Q1 		$287K Buy
1,141
+179
+19% +$46.6K 0.06% 217
2017
Q4 		$245K Buy
+962
New +$236K 0.07% 179
2017
Q2 		– Sell
-50
Closed -$11.4K – 277
2017
Q1 		$11.4K Buy
+50
New +$12.1K 0.04% 252
2016
Q3 		$146K Sell
901
-1,002
-53% -$163K 0.05% 181
2016
Q2 		$146K Buy
+1,903
New +$297K 0.02% 484
2015
Q4 		$23.3K Buy
+563
New +$105K ﹤0.01% 868
2015
Q2 		$60K Buy
288
+126
+78% +$25.7K 0.03% 161
2015
Q1 		$30K Buy
+162
New +$30.1K 0.01% 283

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's GS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Goldman Sachs (GS) in Q3 2023, closing a stake of 72 shares — an estimated $23.2K sold.

WealthPLAN Partners first reported a position in GS in Q1 2015 and held it in 14 quarters. The position peaked at $287K in Q1 2018. 1,794 funds tracked by Wall St. Rank hold GS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Goldman Sachs position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 72 Goldman Sachs shares in Q3 2023, an estimated $23.2K.
  • WealthPLAN Partners first reported a position in Goldman Sachs in Q1 2015 and held it in 14 quarters.
  • WealthPLAN Partners's Goldman Sachs position peaked at $287K in Q1 2018.
  • 1,794 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.