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Wellington Wealth Strategies’s Goldman Sachs GS Stock Holding History

Wellington Wealth Strategies’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
-1,396
Closed -$723K – 79
2024
Q3 		$723K Buy
+1,396
New +$683K 0.55% 39
2024
Q2 		– Sell
-1,242
Closed -$519K – 98
2024
Q1 		$519K Buy
+1,242
New +$482K 0.24% 84

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

Wellington Wealth Strategies's GS Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of Goldman Sachs (GS) in Q4 2024, closing a stake of 1,396 shares — an estimated $723K sold.

Wellington Wealth Strategies first reported a position in GS in Q1 2024 and held it in 2 quarters. The position peaked at $723K in Q3 2024. 2,461 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining Goldman Sachs position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 1,396 Goldman Sachs shares in Q4 2024, an estimated $723K.
  • Wellington Wealth Strategies first reported a position in Goldman Sachs in Q1 2024 and held it in 2 quarters.
  • Wellington Wealth Strategies's Goldman Sachs position peaked at $723K in Q3 2024.
  • 2,461 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.