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WR Wealth Planners’s Goldman Sachs GS Stock Holding History

WR Wealth Planners’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 		$109K Sell
191
-26
-12% -$14.5K 0.04% 222
2024
Q3 		$107K Buy
217
+51
+31% +$24.9K 0.03% 256
2024
Q2 		$75.1K Buy
166
+10
+6% +$4.39K 0.02% 279
2024
Q1 		$65.2K Buy
+156
New +$60.5K 0.02% 302
2023
Q4 		– Sell
-76
Closed -$24.6K – 462
2023
Q3 		$24.6K Sell
76
-37
-33% -$12.4K 0.01% 403
2023
Q2 		$36.4K Buy
113
+50
+79% +$16.4K 0.01% 358
2023
Q1 		$20.6K Buy
+63
New +$21.9K 0.01% 424

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

WR Wealth Planners's GS Position: Q4 2024 in Review

WR Wealth Planners reduced its Goldman Sachs (GS) stake by 12% in Q4 2024, selling an estimated $14.5K and leaving 191 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #222.

WR Wealth Planners first reported a position in GS in Q1 2023 and has held it in 7 quarters since. 2,462 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • WR Wealth Planners held 191 shares of Goldman Sachs worth $109K as of Q4 2024.
  • WR Wealth Planners sold 26 Goldman Sachs shares in Q4 2024, an estimated $14.5K.
  • Goldman Sachs made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #222 holding.
  • WR Wealth Planners first reported a position in Goldman Sachs in Q1 2023 and has held it in 7 quarters since.
  • 2,462 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.