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%	530

Other funds holding GS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advocacy Wealth Management Services's GS Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of Goldman Sachs (GS) in Q1 2020, closing a stake of 105 shares — an estimated $24K sold.

Advocacy Wealth Management Services first reported a position in GS in Q1 2016 and held it in 12 quarters. The position peaked at $24K in Q4 2019. 1,262 funds tracked by Wall St. Rank hold GS as of Q1 2020.

Advocacy Wealth Management Services reported no remaining Goldman Sachs position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 105 Goldman Sachs shares in Q1 2020, an estimated $24K.
Advocacy Wealth Management Services first reported a position in Goldman Sachs in Q1 2016 and held it in 12 quarters.
Advocacy Wealth Management Services's Goldman Sachs position peaked at $24K in Q4 2019.
1,262 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.