Wipfli Financial Advisors’s Goldman Sachs GS Stock Holding History

Wipfli Financial 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
2022 Q3	$843K	Buy	+2,878	New	+$932K	0.06%	142

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wipfli Financial Advisors's GS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Goldman Sachs (GS) in Q3 2022: 2,878 shares worth $843K. The stake represents 0.06% of the portfolio and ranks #142 among its holdings.

1,743 funds tracked by Wall St. Rank hold GS as of Q3 2022.

Wipfli Financial Advisors held 2,878 shares of Goldman Sachs worth $843K as of Q3 2022.
Goldman Sachs was a new Wipfli Financial Advisors position in Q3 2022.
Goldman Sachs made up 0.06% of Wipfli Financial Advisors's portfolio in Q3 2022, its #142 holding.
1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.