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FormulaFolio Investments’s Goldman Sachs GS Stock Holding History

FormulaFolio Investments’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 		– Sell
-1,285
Closed -$339K – 596
2020
Q4 		$339K Buy
+1,285
New +$286K 0.01% 502
2019
Q1 		– Sell
-1,495
Closed -$335K – 358
2018
Q4 		$335K Hold
1,495
– – 0.01% 253
2018
Q3 		$335K Buy
1,495
+284
+23% +$66.1K 0.01% 253
2018
Q2 		$267K Buy
+1,211
New +$289K 0.01% 266
2017
Q3 		– Sell
-1,423
Closed -$316K – 228
2017
Q2 		$316K Buy
+1,423
New +$316K 0.03% 166

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's GS Position: Q1 2021 in Review

FormulaFolio Investments sold out of Goldman Sachs (GS) in Q1 2021, closing a stake of 1,285 shares — an estimated $339K sold.

FormulaFolio Investments first reported a position in GS in Q2 2017 and held it in 5 quarters. The position peaked at $339K in Q4 2020. 1,654 funds tracked by Wall St. Rank hold GS as of Q1 2021.

  • FormulaFolio Investments reported no remaining Goldman Sachs position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 1,285 Goldman Sachs shares in Q1 2021, an estimated $339K.
  • FormulaFolio Investments first reported a position in Goldman Sachs in Q2 2017 and held it in 5 quarters.
  • FormulaFolio Investments's Goldman Sachs position peaked at $339K in Q4 2020.
  • 1,654 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.