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Goldman Sachs shares owned by Alera Investment Advisors

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

Historical chart of Alera Investment Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $350k 773 452.29
2019-03-31 $28k 146 191.78
2018-12-31 $14k 85 164.71

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Russell 1000 Value Etf Etf (IWD)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares 20 Year Treasury Bond Etf Etf (TLT)

View all positions for Alera Investment Advisors

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
State Street Corporation
Mizuho Securities USA
Morgan Stanley
Bank of America Corporation
Geode Capital Management
Jpmorgan Chase & Co
Fisher Investments
Dodge & Cox
T. Rowe Price Associates
Bank of New York Mellon
Citadel Advisors
Susquehanna International
Massachusetts Financial Services

View all funds holding Goldman Sachs