CWM
GS icon

Campbell Wealth Management’s Goldman Sachs GS Stock Holding History

Campbell 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 		– Sell
-12
Closed -$2K – 176
2020
Q2 		$2K Buy
+12
New +$2.25K ﹤0.01% 328

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
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

Campbell Wealth Management's GS Position: Q3 2020 in Review

Campbell Wealth Management sold out of Goldman Sachs (GS) in Q3 2020, closing a stake of 12 shares — an estimated $2K sold.

Campbell Wealth Management first reported a position in GS in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 1,338 funds tracked by Wall St. Rank hold GS as of Q3 2020.

  • Campbell Wealth Management reported no remaining Goldman Sachs position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 12 Goldman Sachs shares in Q3 2020, an estimated $2K.
  • Campbell Wealth Management first reported a position in Goldman Sachs in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Goldman Sachs position peaked at $2K in Q2 2020.
  • 1,338 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.