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Goldman Sachs shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 4.3k 385.76
2023-12-31 $1.7M 4.3k 385.76
2023-09-30 $2.0M 6.1k 323.59
2023-06-30 $2.6M 8.2k 322.52
2023-03-31 $3.0M 9.1k 327.13
2022-12-31 $3.0M 8.8k 345.03
2022-09-30 $1.5M 4.9k 297.30
2022-06-30 $136k 458 296.88
2022-03-31 $183k 365 500.00
2021-12-31 $123k 321 381.82

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
Bank of America Corporation
Morgan Stanley
Geode Capital Management
Fisher Investments
Dodge & Cox
Bank of New York Mellon
Citadel Advisors
Susquehanna International
Massachusetts Financial Services
T. Rowe Price Associates
International Assets Investment Management
Alliancebernstein
Barclays

View all funds holding Goldman Sachs