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Engrave Wealth Partners’s Goldman Sachs GS Stock Holding History

Engrave Wealth Partners’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
-235
Closed -$46K – 210
2020
Q2 		$46K Hold
235
– – 0.04% 117
2020
Q1 		$36K Hold
235
– – 0.04% 115
2019
Q4 		$54K Buy
+235
New +$51K 0.05% 121

Other funds holding GS

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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

Engrave Wealth Partners's GS Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Goldman Sachs (GS) in Q3 2020, closing a stake of 235 shares — an estimated $46K sold.

Engrave Wealth Partners first reported a position in GS in Q4 2019 and held it in 3 quarters. The position peaked at $54K in Q4 2019. 1,338 funds tracked by Wall St. Rank hold GS as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Goldman Sachs position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 235 Goldman Sachs shares in Q3 2020, an estimated $46K.
  • Engrave Wealth Partners first reported a position in Goldman Sachs in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Goldman Sachs position peaked at $54K in Q4 2019.
  • 1,338 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.