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Goldman Sachs shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $535k 1.4k 385.77
2018-09-30 $234k 1.1k 218.90
2018-06-30 $214k 969 220.85
2018-03-31 $244k 969 251.81
2017-12-31 $247k 969 254.90
2017-09-30 $221k 934 236.62

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Microsoft Common Stock (MSFT)
Ametek Common Stock (AME)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Nvidia Corp Common Stock (NVDA)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Costco Wholesale Common Stock (COST)
Meta Platforms Common Stock (META)

View all positions for HCR Wealth Advisors

Top funds holding Goldman Sachs

Vanguard Group
Fisher Investments
Dodge & Cox
Citadel Advisors
Massachusetts Financial Services
T. Rowe Price Associates
Bank of New York Mellon
International Assets Investment Management
Bank of America Corporation
Alliancebernstein
Norges Bank Investment Management
Legal & General Group
Royal Bank of Canada
Eagle Capital Management
Greenhaven Associates

View all funds holding Goldman Sachs