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Beacon Pointe Wealth Advisors’s Goldman Sachs GS Stock Holding History

Beacon Pointe 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
Q4 		– Sell
-1,366
Closed -$283K – 279
2019
Q3 		$283K Sell
1,366
-325
-19% -$68K 0.06% 221
2019
Q2 		$346K Buy
1,691
+157
+10% +$31.1K 0.07% 197
2019
Q1 		$296K Buy
+1,534
New +$296K 0.07% 209

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Pointe Wealth Advisors's GS Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of Goldman Sachs (GS) in Q4 2019, closing a stake of 1,366 shares — an estimated $283K sold.

Beacon Pointe Wealth Advisors first reported a position in GS in Q1 2019 and held it in 3 quarters. The position peaked at $346K in Q2 2019. 1,373 funds tracked by Wall St. Rank hold GS as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Goldman Sachs position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 1,366 Goldman Sachs shares in Q4 2019, an estimated $283K.
  • Beacon Pointe Wealth Advisors first reported a position in Goldman Sachs in Q1 2019 and held it in 3 quarters.
  • Beacon Pointe Wealth Advisors's Goldman Sachs position peaked at $346K in Q2 2019.
  • 1,373 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.