AmeriServ Wealth Advisors’s Goldman Sachs GS Stock Holding History

AmeriServ Wealth Advisors’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	$206K	Hold	1,000	–	–	0.28%	59
2019 Q2	$206K	Buy	+1,000	New	+$198K	0.27%	66
2018 Q4	–	Sell	-1,000	Closed	-$221K	–	71
2018 Q3	$221K	Hold	1,000	–	–	0.28%	66
2018 Q2	$227K	Hold	1,000	–	–	0.3%	63
2018 Q1	$248K	Hold	1,000	–	–	0.28%	59
2017 Q4	$270K	Buy	+1,000	New	+$245K	0.26%	59
2015 Q3	–	Sell	-1,000	Closed	-$209K	–	96
2015 Q2	$209K	Sell	1,000 -100	-9%	-$20.4K	0.24%	82
2015 Q1	$207K	Sell	1,100 -2,500	-69%	-$465K	0.24%	80
2014 Q4	$698K	Hold	3,600	–	–	0.68%	36
2014 Q3	$661K	Hold	3,600	–	–	1.14%	25
2014 Q2	$603K	Sell	3,600 -1,050	-23%	-$169K	0.65%	42
2014 Q1	$762K	Sell	4,650 -5,900	-56%	-$992K	0.77%	41
2013 Q4	$1.87M	Sell	10,550 -50	-0.5%	-$8.25K	1.12%	19
2013 Q3	$1.68M	Hold	10,600	–	–	1.07%	21
2013 Q2	$1.6M	Buy	+10,600	New	+$1.62M	1.03%	24

Other funds holding GS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Invesco Atlanta, Georgia $653B AUM 32.72% 1-Year Est. Return