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Windsor Wealth Management’s Goldman Sachs GS Stock Holding History

Windsor Wealth 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
-4,381
Closed -$1.41M – 188
2022
Q1 		$1.41M Sell
4,381
-188
-4% -$66.4K 0.26% 75
2021
Q4 		$1.86M Sell
4,569
-20
-0.4% -$7.92K 0.34% 60
2021
Q3 		$1.74M Buy
4,589
+228
+5% +$89K 0.36% 55
2021
Q2 		$1.66M Buy
4,361
+654
+18% +$234K 0.36% 57
2021
Q1 		$1.21M Sell
3,707
-133
-3% -$41.4K 0.29% 74
2020
Q4 		$1.01M Buy
3,840
+313
+9% +$69.7K 0.26% 81
2020
Q3 		$709K Sell
3,527
-645
-15% -$131K 0.21% 99
2020
Q2 		$824K Buy
4,172
+375
+10% +$70.4K 0.26% 85
2020
Q1 		$587K Buy
3,797
+153
+4% +$32.5K 0.24% 98
2019
Q4 		$838K Buy
3,644
+1,004
+38% +$218K 0.31% 79
2019
Q3 		$523K Sell
2,640
-161
-6% -$33.7K 0.23% 107
2019
Q2 		$579K Buy
2,801
+332
+13% +$65.7K 0.25% 100
2019
Q1 		$474K Buy
2,469
+1,200
+95% +$232K 0.27% 94
2018
Q4 		$212K Hold
1,269
– – 0.15% 125
2018
Q3 		$285K Buy
1,269
+125
+11% +$29.1K 0.19% 109
2018
Q2 		$252K Sell
1,144
-576
-33% -$137K 0.2% 110
2018
Q1 		$433K Buy
1,720
+304
+21% +$79.1K 0.37% 78
2017
Q4 		$361K Buy
+1,416
New +$347K 0.31% 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
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

Windsor Wealth Management's GS Position: Q2 2022 in Review

Windsor Wealth Management sold out of Goldman Sachs (GS) in Q2 2022, closing a stake of 4,381 shares — an estimated $1.41M sold.

Windsor Wealth Management first reported a position in GS in Q4 2017 and held it in 18 quarters. The position peaked at $1.86M in Q4 2021. 1,770 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • Windsor Wealth Management reported no remaining Goldman Sachs position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 4,381 Goldman Sachs shares in Q2 2022, an estimated $1.41M.
  • Windsor Wealth Management first reported a position in Goldman Sachs in Q4 2017 and held it in 18 quarters.
  • Windsor Wealth Management's Goldman Sachs position peaked at $1.86M in Q4 2021.
  • 1,770 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

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