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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AmeriServ Wealth Advisors's GS Position: Q3 2019 in Review

AmeriServ Wealth Advisors held its Goldman Sachs (GS) position steady in Q3 2019 at 1,000 shares worth $206K. The position accounts for 0.28% of the portfolio, ranked #59.

AmeriServ Wealth Advisors first reported a position in GS in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.87M in Q4 2013. 1,279 funds tracked by Wall St. Rank hold GS as of Q3 2019.

AmeriServ Wealth Advisors held 1,000 shares of Goldman Sachs worth $206K as of Q3 2019.
AmeriServ Wealth Advisors left its Goldman Sachs share count unchanged in Q3 2019.
Goldman Sachs made up 0.28% of AmeriServ Wealth Advisors's portfolio in Q3 2019, its #59 holding.
AmeriServ Wealth Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 15 quarters since.
AmeriServ Wealth Advisors's Goldman Sachs position peaked at $1.87M in Q4 2013.
1,279 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.