Acorn Wealth Advisors’s Goldman Sachs GS Stock Holding History

Acorn Wealth 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
2018 Q2	–	Sell	-32	Closed	-$8K	–	633
2018 Q1	$8K	Hold	32	–	–	0.01%	549
2017 Q4	$8K	Buy	+32	New	+$7.85K	0.01%	528

Other funds holding GS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Acorn Wealth Advisors's GS Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Goldman Sachs (GS) in Q2 2018, closing a stake of 32 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in GS in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 1,303 funds tracked by Wall St. Rank hold GS as of Q2 2018.

Acorn Wealth Advisors reported no remaining Goldman Sachs position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 32 Goldman Sachs shares in Q2 2018, an estimated $8K.
Acorn Wealth Advisors first reported a position in Goldman Sachs in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Goldman Sachs position peaked at $8K in Q1 2018.
1,303 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.