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Executive Wealth Management’s Goldman Sachs GS Stock Holding History

Executive 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
2019
Q3 		– Sell
-26
Closed -$5K – 396
2019
Q2 		$5K Hold
26
– – ﹤0.01% 714
2019
Q1 		$5K Sell
26
-100
-79% -$19.3K ﹤0.01% 647
2018
Q4 		$21K Buy
+126
New +$25.4K ﹤0.01% 418

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Executive Wealth Management's GS Position: Q3 2019 in Review

Executive Wealth Management sold out of Goldman Sachs (GS) in Q3 2019, closing a stake of 26 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in GS in Q4 2018 and held it in 3 quarters. The position peaked at $21K in Q4 2018. 1,278 funds tracked by Wall St. Rank hold GS as of Q3 2019.

  • Executive Wealth Management reported no remaining Goldman Sachs position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 26 Goldman Sachs shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Goldman Sachs in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Goldman Sachs position peaked at $21K in Q4 2018.
  • 1,278 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.