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Advantage Investment Management’s Goldman Sachs GS Stock Holding History

Advantage Investment Management’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
2019
Q3 		$29K Buy
+140
New +$29.3K 0.02% 446
2018
Q4 		– Sell
-113
Closed -$25K – 1020
2018
Q3 		$25K Buy
+113
New +$26.3K 0.02% 527
2018
Q2 		– Sell
-161
Closed -$41K – 982
2018
Q1 		$41K Sell
161
-230
-59% -$59.9K 0.02% 419
2017
Q4 		$100K Sell
391
-800
-67% -$196K 0.03% 269
2017
Q3 		$283K Buy
1,191
+5
+0.4% +$1.13K 0.09% 144
2017
Q2 		$263K Buy
1,186
+277
+30% +$61.5K 0.09% 142
2017
Q1 		$209K Sell
909
-7
-0.8% -$1.69K 0.08% 141
2016
Q4 		$219K Sell
916
-19
-2% -$3.86K 0.08% 138
2016
Q3 		$151K Sell
935
-164
-15% -$26.7K 0.06% 161
2016
Q2 		$163K Buy
1,099
+21
+2% +$3.28K 0.08% 156
2016
Q1 		$169K Buy
1,078
+260
+32% +$40.2K 0.07% 150
2015
Q4 		$147K Sell
818
-23
-3% -$4.28K 0.08% 166
2015
Q3 		$146K Buy
841
+332
+65% +$65.1K 0.08% 148
2015
Q2 		$106K Buy
+509
New +$104K 0.05% 232

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advantage Investment Management's GS Position: Q3 2019 in Review

Advantage Investment Management opened a new position in Goldman Sachs (GS) in Q3 2019: 140 shares worth $29K. The stake represents 0.02% of the portfolio and ranks #446 among its holdings. This is a return to the name: Advantage Investment Management previously reported a position in GS as recently as Q3 2018.

Advantage Investment Management first reported a position in GS in Q2 2015 and has held it in 14 quarters since. The position peaked at $283K in Q3 2017. 1,279 funds tracked by Wall St. Rank hold GS as of Q3 2019.

  • Advantage Investment Management held 140 shares of Goldman Sachs worth $29K as of Q3 2019.
  • Goldman Sachs was a new Advantage Investment Management position in Q3 2019.
  • Goldman Sachs made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #446 holding.
  • Advantage Investment Management first reported a position in Goldman Sachs in Q2 2015 and has held it in 14 quarters since.
  • Advantage Investment Management's Goldman Sachs position peaked at $283K in Q3 2017.
  • 1,279 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.