CSPIA
GS.PRJ

Cary Street Partners Investment Advisory’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio GS.PRJ Stock Details GS.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,100
Closed -$29K – 988
2020
Q3 		$29K Buy
+1,100
New +$29.2K 0.01% 584

Other funds holding GS.PRJ

SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $316M AUM 26.15% 1-Year Est. Return

Cary Street Partners Investment Advisory's GS.PRJ Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of GOLDMAN SACHS GROUP, INC. 5.50% SER J (GS.PRJ) in Q4 2020, closing a stake of 1,100 shares — an estimated $29K sold.

Cary Street Partners Investment Advisory first reported a position in GS.PRJ in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 4 funds tracked by Wall St. Rank hold GS.PRJ as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining GOLDMAN SACHS GROUP, INC. 5.50% SER J position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,100 GOLDMAN SACHS GROUP, INC. 5.50% SER J shares in Q4 2020, an estimated $29K.
  • Cary Street Partners Investment Advisory first reported a position in GOLDMAN SACHS GROUP, INC. 5.50% SER J in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's GOLDMAN SACHS GROUP, INC. 5.50% SER J position peaked at $29K in Q3 2020.
  • 4 funds tracked by Wall St. Rank held GOLDMAN SACHS GROUP, INC. 5.50% SER J as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.