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WealthTrust Asset Management’s Goldman Sachs GS Stock Holding History

WealthTrust 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
2022
Q2 		– Sell
-6,766
Closed -$2.23M – 80
2022
Q1 		$2.23M Sell
6,766
-546
-7% -$193K 1.59% 20
2021
Q4 		$2.8M Buy
7,312
+128
+2% +$50.7K 1.86% 15
2021
Q3 		$2.72M Buy
7,184
+140
+2% +$54.7K 2.42% 14
2021
Q2 		$2.67M Buy
+7,044
New +$2.52M 2.32% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrust Asset Management's GS Position: Q2 2022 in Review

WealthTrust Asset Management sold out of Goldman Sachs (GS) in Q2 2022, closing a stake of 6,766 shares — an estimated $2.23M sold.

WealthTrust Asset Management first reported a position in GS in Q2 2021 and held it in 4 quarters. The position peaked at $2.8M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • WealthTrust Asset Management reported no remaining Goldman Sachs position as of Q2 2022 after selling out during the quarter.
  • WealthTrust Asset Management sold 6,766 Goldman Sachs shares in Q2 2022, an estimated $2.23M.
  • WealthTrust Asset Management first reported a position in Goldman Sachs in Q2 2021 and held it in 4 quarters.
  • WealthTrust Asset Management's Goldman Sachs position peaked at $2.8M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on WealthTrust Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.