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 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

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

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

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Blue Chip Wealth Management's GS Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Goldman Sachs (GS) stake by 11% in Q3 2020, buying an estimated $60.6K and bringing the position to 3,050 shares worth $613K. The position accounts for 0.48% of the portfolio, ranked #53.

Blue Chip Wealth Management first reported a position in GS in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2018. 1,339 funds tracked by Wall St. Rank hold GS as of Q3 2020.

Blue Chip Wealth Management held 3,050 shares of Goldman Sachs worth $613K as of Q3 2020.
Blue Chip Wealth Management bought 298 Goldman Sachs shares in Q3 2020, an estimated $60.6K.
Goldman Sachs made up 0.48% of Blue Chip Wealth Management's portfolio in Q3 2020, its #53 holding.
Blue Chip Wealth Management first reported a position in Goldman Sachs in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Goldman Sachs position peaked at $1.06M in Q1 2018.
1,339 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.