CSat Investment Advisory’s Goldman Sachs GS Stock Holding History

CSat Investment Advisory’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	$7K	Sell	22 -8	-27%	-$2.49K	0.01%	475
2020 Q4	$8K	Sell	30 -894	-97%	-$199K	0.01%	449
2020 Q3	$185K	Sell	924 -4,916	-84%	-$1M	0.02%	288
2020 Q2	$1.15M	Sell	5,840 -362	-6%	-$68K	0.14%	74
2020 Q1	$958K	Sell	6,202 -6,567	-51%	-$1.39M	0.2%	71
2019 Q4	$2.94M	Sell	12,769 -873	-6%	-$189K	0.77%	14
2019 Q3	$2.83M	Sell	13,642 -337	-2%	-$70.5K	0.89%	11
2019 Q2	$2.86M	Buy	13,979 +24	+0.2%	+$4.75K	1.01%	13
2019 Q1	$2.68M	Sell	13,955 -4,756	-25%	-$918K	1.35%	12
2018 Q4	$3.13M	Buy	18,711 +2,995	+19%	+$604K	1.86%	9
2018 Q3	$3.52M	Sell	15,716 -4,187	-21%	-$974K	2.01%	16
2018 Q2	$4.39M	Buy	+19,903	New	+$4.75M	2.34%	14

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's GS Position: Q1 2021 in Review

CSat Investment Advisory reduced its Goldman Sachs (GS) stake by 27% in Q1 2021, selling an estimated $2.49K and leaving 22 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #475.

CSat Investment Advisory first reported a position in GS in Q2 2018 and has held it in 12 quarters since. The position peaked at $4.39M in Q2 2018. 1,655 funds tracked by Wall St. Rank hold GS as of Q1 2021.

CSat Investment Advisory held 22 shares of Goldman Sachs worth $7K as of Q1 2021.
CSat Investment Advisory sold 8 Goldman Sachs shares in Q1 2021, an estimated $2.49K.
Goldman Sachs made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #475 holding.
CSat Investment Advisory first reported a position in Goldman Sachs in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Goldman Sachs position peaked at $4.39M in Q2 2018.
1,655 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.