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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 		$1K Buy
+5
New +$1.08K ﹤0.01% 5138

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.