Fusion Family Wealth’s Goldman Sachs GS Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-95	Closed	-$22K	–	132
2019 Q4	$22K	Hold	95	–	–	0.01%	83
2019 Q3	$20K	Sell	95 -1,629	-94%	-$341K	0.01%	90
2019 Q2	$353K	Buy	1,724 +1,629	+1,715%	+$322K	0.09%	35
2019 Q1	$18K	Sell	95 -1,629	-94%	-$314K	0.01%	93
2018 Q4	$288K	Hold	1,724	–	–	0.08%	52
2018 Q3	$387K	Hold	1,724	–	–	0.1%	42
2018 Q2	$380K	Hold	1,724	–	–	0.11%	47
2018 Q1	$434K	Buy	1,724 +366	+27%	+$95.3K	0.15%	34
2017 Q4	$346K	Buy	1,358 +1,250	+1,157%	+$307K	0.09%	50
2017 Q3	$26K	Sell	108 -900	-89%	-$203K	0.01%	124
2017 Q2	$224K	Hold	1,008	–	–	0.08%	67
2017 Q1	$232K	Sell	1,008 -350	-26%	-$84.5K	0.09%	65
2016 Q4	$331K	Buy	+1,358	New	+$276K	0.19%	54

Other funds holding GS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fusion Family Wealth's GS Position: Q1 2020 in Review

Fusion Family Wealth sold out of Goldman Sachs (GS) in Q1 2020, closing a stake of 95 shares — an estimated $22K sold.

Fusion Family Wealth first reported a position in GS in Q4 2016 and held it in 13 quarters. The position peaked at $434K in Q1 2018. 1,262 funds tracked by Wall St. Rank hold GS as of Q1 2020.

Fusion Family Wealth reported no remaining Goldman Sachs position as of Q1 2020 after selling out during the quarter.
Fusion Family Wealth sold 95 Goldman Sachs shares in Q1 2020, an estimated $22K.
Fusion Family Wealth first reported a position in Goldman Sachs in Q4 2016 and held it in 13 quarters.
Fusion Family Wealth's Goldman Sachs position peaked at $434K in Q1 2018.
1,262 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2020.

Based on Fusion Family Wealth's 13F filing for Q1 2020, filed 6 May 2020.