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Burt Wealth Advisors’s Goldman Sachs GS Stock Holding History

Burt 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
Q1 		– Sell
-72
Closed -$19K – 200
2020
Q4 		$19K Hold
72
– – 0.01% 243
2020
Q3 		$14K Hold
72
– – 0.01% 260
2020
Q2 		$14K Hold
72
– – 0.01% 249
2020
Q1 		$11K Buy
72
+32
+80% +$6.79K ﹤0.01% 262
2019
Q4 		$9K Hold
40
– – ﹤0.01% 274
2019
Q3 		$8K Hold
40
– – ﹤0.01% 280
2019
Q2 		$8K Hold
40
– – ﹤0.01% 279
2019
Q1 		$8K Hold
40
– – ﹤0.01% 285
2018
Q4 		$7K Hold
40
– – ﹤0.01% 292
2018
Q3 		$9K Buy
+40
New +$9.3K ﹤0.01% 299
2016
Q2 		– Sell
-6
Closed -$1K – 475
2016
Q1 		$1K Buy
+6
New +$928 ﹤0.01% 508

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's GS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Goldman Sachs (GS) in Q1 2021, closing a stake of 72 shares — an estimated $19K sold.

Burt Wealth Advisors first reported a position in GS in Q1 2016 and held it in 11 quarters. The position peaked at $19K in Q4 2020. 1,654 funds tracked by Wall St. Rank hold GS as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Goldman Sachs position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 72 Goldman Sachs shares in Q1 2021, an estimated $19K.
  • Burt Wealth Advisors first reported a position in Goldman Sachs in Q1 2016 and held it in 11 quarters.
  • Burt Wealth Advisors's Goldman Sachs position peaked at $19K in Q4 2020.
  • 1,654 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.