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Advisor Group’s Goldman Sachs GS Stock Holding History

Advisor Group’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
Q4 		$5M Sell
21,709
-1,173
-5% -$255K 0.03% 421
2019
Q3 		$4.75M Buy
22,882
+131
+0.6% +$27.4K 0.04% 430
2019
Q2 		$4.66M Sell
22,751
-3,635
-14% -$719K 0.04% 415
2019
Q1 		$5.07M Buy
26,386
+6,900
+35% +$1.33M 0.04% 370
2018
Q4 		$3.26M Buy
19,486
+3,228
+20% +$651K 0.03% 441
2018
Q3 		$3.65M Buy
16,258
+2,471
+18% +$575K 0.04% 429
2018
Q2 		$3.04M Buy
13,787
+619
+5% +$148K 0.04% 388
2018
Q1 		$3.32M Buy
13,168
+467
+4% +$122K 0.05% 369
2017
Q4 		$3.24M Buy
12,701
+680
+6% +$167K 0.04% 389
2017
Q3 		$2.85M Buy
12,021
+864
+8% +$195K 0.04% 376
2017
Q2 		$2.48M Sell
11,157
-811
-7% -$180K 0.04% 413
2017
Q1 		$2.75M Buy
11,968
+1,750
+17% +$423K 0.06% 351
2016
Q4 		$2.45M Sell
10,218
-554
-5% -$112K 0.06% 365
2016
Q3 		$1.74M Buy
10,772
+472
+5% +$76.7K 0.04% 450
2016
Q2 		$1.53M Buy
+10,300
New +$1.61M 0.04% 463

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group's GS Position: Q4 2019 in Review

Advisor Group reduced its Goldman Sachs (GS) stake by 5.1% in Q4 2019, selling an estimated $255K and leaving 21,709 shares worth $5M. The position accounts for 0.03% of the portfolio, ranked #421.

Advisor Group first reported a position in GS in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.07M in Q1 2019. 1,374 funds tracked by Wall St. Rank hold GS as of Q4 2019.

  • Advisor Group held 21,709 shares of Goldman Sachs worth $5M as of Q4 2019.
  • Advisor Group sold 1,173 Goldman Sachs shares in Q4 2019, an estimated $255K.
  • Goldman Sachs made up 0.03% of Advisor Group's portfolio in Q4 2019, its #421 holding.
  • Advisor Group first reported a position in Goldman Sachs in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Goldman Sachs position peaked at $5.07M in Q1 2019.
  • 1,374 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.