Dougherty Wealth Advisers’s Goldman Sachs GS Stock Holding History

Dougherty Wealth Advisers’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	-3	Closed	-$1K	–	153
2020 Q2	$1K	Buy	+3	New	+$563	﹤0.01%	155

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

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dougherty Wealth Advisers's GS Position: Q3 2020 in Review

Dougherty Wealth Advisers sold out of Goldman Sachs (GS) in Q3 2020, closing a stake of 3 shares — an estimated $1K sold.

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

Dougherty Wealth Advisers reported no remaining Goldman Sachs position as of Q3 2020 after selling out during the quarter.
Dougherty Wealth Advisers sold 3 Goldman Sachs shares in Q3 2020, an estimated $1K.
Dougherty Wealth Advisers first reported a position in Goldman Sachs in Q2 2020 and held it in 1 quarter.
Dougherty Wealth Advisers's Goldman Sachs position peaked at $1K in Q2 2020.
1,338 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2020.

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