Berman Capital Advisors’s Goldman Sachs GS Stock Holding History

Berman Capital 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 Q3	$468K	Buy	1,240 +459	+59%	+$179K	0.07%	140
2021 Q2	$296K	Buy	781 +136	+21%	+$48.7K	0.05%	181
2021 Q1	$210K	Buy	645 +213	+49%	+$66.3K	0.04%	184
2020 Q4	$114K	Buy	432 +198	+85%	+$44.1K	0.03%	234
2020 Q3	$46K	Sell	234 -28	-11%	-$5.7K	0.01%	363
2020 Q2	$51K	Sell	262 -125	-32%	-$23.5K	0.01%	319
2020 Q1	$59K	Sell	387 -105	-21%	-$22.3K	0.02%	263
2019 Q4	$113K	Buy	492 +1	+0.2%	+$217	0.03%	211
2019 Q3	$101K	Buy	491 +57	+13%	+$11.9K	0.03%	209
2019 Q2	$88K	Sell	434 -30	-6%	-$5.94K	0.03%	222
2019 Q1	$89K	Buy	464 +326	+236%	+$62.9K	0.03%	206
2018 Q4	$22K	Sell	138 -200	-59%	-$40.3K	0.01%	371
2018 Q3	$76K	Buy	338 +139	+70%	+$32.3K	0.03%	105
2018 Q2	$44K	Sell	199 -19	-9%	-$4.53K	0.02%	118
2018 Q1	$55K	Buy	+218	New	+$56.8K	0.02%	112

Other funds holding GS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's GS Position: Q3 2021 in Review

Berman Capital Advisors increased its Goldman Sachs (GS) stake by 59% in Q3 2021, buying an estimated $179K and bringing the position to 1,240 shares worth $468K. The position accounts for 0.07% of the portfolio, ranked #140.

Berman Capital Advisors first reported a position in GS in Q1 2018 and has held it in 15 quarters since. 1,743 funds tracked by Wall St. Rank hold GS as of Q3 2021.

Berman Capital Advisors held 1,240 shares of Goldman Sachs worth $468K as of Q3 2021.
Berman Capital Advisors bought 459 Goldman Sachs shares in Q3 2021, an estimated $179K.
Goldman Sachs made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #140 holding.
Berman Capital Advisors first reported a position in Goldman Sachs in Q1 2018 and has held it in 15 quarters since.
1,743 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.