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Wetzel Investment Advisors’s Goldman Sachs GS Stock Holding History

Wetzel Investment Advisors’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 		– Sell
-40
Closed -$16.7K – 428
2024
Q2 		$16.7K Sell
40
-69
-63% -$30.3K 0.01% 375
2024
Q1 		$43.9K Hold
109
– – 0.03% 267
2023
Q4 		$42K Buy
+109
New +$36.4K 0.03% 261

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

Wetzel Investment Advisors's GS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Goldman Sachs (GS) in Q3 2024, closing a stake of 40 shares — an estimated $16.7K sold.

Wetzel Investment Advisors first reported a position in GS in Q4 2023 and held it in 3 quarters. The position peaked at $43.9K in Q1 2024. 2,201 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Goldman Sachs position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 40 Goldman Sachs shares in Q3 2024, an estimated $16.7K.
  • Wetzel Investment Advisors first reported a position in Goldman Sachs in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Goldman Sachs position peaked at $43.9K in Q1 2024.
  • 2,201 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.