ARS Wealth Advisors’s Goldman Sachs GS Stock Holding History

ARS 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
2021 Q2	$378K	Buy	996 +1	+0.1%	+$358	0.07%	95
2021 Q1	$325K	Buy	995 +1	+0.1%	+$311	0.07%	95
2020 Q4	$262K	Buy	+994	New	+$221K	0.06%	102
2020 Q1	–	Sell	-965	Closed	-$222K	–	103
2019 Q4	$222K	Buy	965 +2	+0.2%	+$434	0.06%	105
2019 Q3	$200K	Buy	+963	New	+$201K	0.06%	105
2018 Q4	–	Sell	-1,112	Closed	-$249K	–	111
2018 Q3	$249K	Sell	1,112 -102	-8%	-$23.7K	0.08%	101
2018 Q2	$268K	Buy	1,214 +26	+2%	+$6.2K	0.1%	92
2018 Q1	$299K	Buy	1,188 +9	+0.8%	+$2.34K	0.11%	87
2017 Q4	$300K	Buy	1,179 +89	+8%	+$21.8K	0.11%	92
2017 Q3	$259K	Buy	1,090 +124	+13%	+$28K	0.1%	106
2017 Q2	$214K	Buy	966 +42	+5%	+$9.33K	0.09%	110
2017 Q1	$212K	Buy	+924	New	+$223K	0.09%	108

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ARS Wealth Advisors's GS Position: Q2 2021 in Review

ARS Wealth Advisors increased its Goldman Sachs (GS) stake by 0.1% in Q2 2021, buying an estimated $358 and bringing the position to 996 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #95.

ARS Wealth Advisors first reported a position in GS in Q1 2017 and has held it in 12 quarters since. 1,708 funds tracked by Wall St. Rank hold GS as of Q2 2021.

ARS Wealth Advisors held 996 shares of Goldman Sachs worth $378K as of Q2 2021.
ARS Wealth Advisors bought 1 Goldman Sachs share in Q2 2021, an estimated $358.
Goldman Sachs made up 0.07% of ARS Wealth Advisors's portfolio in Q2 2021, its #95 holding.
ARS Wealth Advisors first reported a position in Goldman Sachs in Q1 2017 and has held it in 12 quarters since.
1,708 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.