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Blue Chip Wealth Management’s Goldman Sachs GS Stock Holding History

Blue Chip Wealth Management’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
2020
Q3 		$613K Buy
3,050
+298
+11% +$60.6K 0.48% 53
2020
Q2 		$544K Sell
2,752
-322
-10% -$60.4K 0.52% 49
2020
Q1 		$475K Buy
3,074
+30
+1% +$6.37K 0.59% 46
2019
Q4 		$700K Buy
3,044
+172
+6% +$37.3K 0.65% 44
2019
Q3 		$595K Sell
2,872
-73
-2% -$15.3K 0.62% 48
2019
Q2 		$603K Buy
2,945
+52
+2% +$10.3K 0.64% 48
2019
Q1 		$556K Buy
2,893
+26
+0.9% +$5.02K 0.63% 48
2018
Q4 		$479K Sell
2,867
-258
-8% -$52K 0.63% 48
2018
Q3 		$701K Sell
3,125
-49
-2% -$11.4K 0.71% 44
2018
Q2 		$700K Sell
3,174
-1,039
-25% -$248K 0.76% 36
2018
Q1 		$1.06M Buy
+4,213
New +$1.1M 1.09% 27

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return