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Wilbanks Smith & Thomas Asset Management’s Goldman Sachs GS Stock Holding History

Wilbanks Smith & Thomas 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
2024
Q1 		$1.38M Sell
3,292
-83
-2% -$32.2K 0.04% 194
2023
Q4 		$1.3M Buy
3,375
+26
+0.8% +$8.68K 0.04% 190
2023
Q3 		$1.08M Buy
3,349
+83
+3% +$27.7K 0.04% 216
2023
Q2 		$1.05M Sell
3,266
-149
-4% -$49K 0.03% 215
2023
Q1 		$1.12M Sell
3,415
-438
-11% -$152K 0.04% 207
2022
Q4 		$1.32M Sell
3,853
-12
-0.3% -$4.18K 0.05% 193
2022
Q3 		$1.13M Buy
3,865
+76
+2% +$24.6K 0.05% 202
2022
Q2 		$1.13M Sell
3,789
-116
-3% -$36.1K 0.05% 207
2022
Q1 		$1.23M Buy
3,905
+590
+18% +$208K 0.05% 206
2021
Q4 		$1.27M Buy
3,315
+9
+0.3% +$3.56K 0.04% 211
2021
Q3 		$1.25M Hold
3,306
– – 0.05% 197
2021
Q2 		$1.25M Sell
3,306
-129
-4% -$46.2K 0.05% 203
2021
Q1 		$1.12M Buy
3,435
+770
+29% +$240K 0.05% 205
2020
Q4 		$703K Buy
2,665
+130
+5% +$28.9K 0.03% 226
2020
Q3 		$509K Buy
2,535
+39
+2% +$7.93K 0.03% 240
2020
Q2 		$493K Sell
2,496
-97
-4% -$18.2K 0.03% 237
2020
Q1 		$401K Buy
2,593
+1,472
+131% +$312K 0.03% 245
2019
Q4 		$258K Sell
1,121
-3
-0.3% -$651 0.02% 354
2019
Q3 		$233K Buy
1,124
+3
+0.3% +$627 0.01% 371
2019
Q2 		$229K Hold
1,121
– – 0.01% 374
2019
Q1 		$215K Buy
+1,121
New +$216K 0.01% 381
2018
Q4 		– Sell
-1,321
Closed -$296K – 734
2018
Q3 		$296K Hold
1,321
– – 0.02% 306
2018
Q2 		$291K Buy
1,321
+12
+0.9% +$2.86K 0.02% 266
2018
Q1 		$330K Sell
1,309
-84
-6% -$21.9K 0.03% 246
2017
Q4 		$355K Buy
+1,393
New +$342K 0.03% 245
2017
Q1 		– Sell
-839
Closed -$201K – 332
2016
Q4 		$201K Buy
+839
New +$170K 0.02% 290
2015
Q3 		– Sell
-997
Closed -$208K – 285
2015
Q2 		$208K Buy
+997
New +$203K 0.02% 281

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wilbanks Smith & Thomas Asset Management's GS Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Goldman Sachs (GS) stake by 2.5% in Q1 2024, selling an estimated $32.2K and leaving 3,292 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #194.

Wilbanks Smith & Thomas Asset Management first reported a position in GS in Q2 2015 and has held it in 27 quarters since. 2,045 funds tracked by Wall St. Rank hold GS as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 3,292 shares of Goldman Sachs worth $1.38M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 83 Goldman Sachs shares in Q1 2024, an estimated $32.2K.
  • Goldman Sachs made up 0.04% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #194 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Goldman Sachs in Q2 2015 and has held it in 27 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.