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Advocacy Wealth Management Services’s Goldman Sachs GS Stock Holding History

Advocacy Wealth Management Services’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
2020
Q1 		– Sell
-105
Closed -$24K – 124
2019
Q4 		$24K Sell
105
-5
-5% -$1.08K 0.01% 88
2019
Q3 		$23K Hold
110
– – 0.02% 86
2019
Q2 		$23K Hold
110
– – 0.02% 91
2019
Q1 		$22K Buy
110
+42
+62% +$8.1K 0.02% 77
2018
Q4 		$11K Hold
68
– – 0.01% 112
2018
Q3 		$15K Hold
68
– – 0.01% 108
2018
Q2 		$15K Hold
68
– – 0.01% 104
2018
Q1 		$17K Hold
68
– – 0.01% 101
2017
Q4 		$17K Hold
68
– – 0.01% 120
2017
Q3 		$16K Buy
68
+19
+39% +$4.29K 0.01% 149
2017
Q2 		$11K Buy
+49
New +$10.9K ﹤0.01% 180
2016
Q2 		– Sell
-2
Closed – – 419
2016
Q1 		$0 Buy
+2
New +$309 ﹤0.01% 532

Other funds holding GS

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return