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Golden State Wealth Management’s First American FAF Stock Holding History

Golden State Wealth Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-60
Closed -$3K – 417
2020
Q1 		$3K Buy
+60
New +$3.43K ﹤0.01% 809
2019
Q4 		– Sell
-453
Closed -$27K – 333
2019
Q3 		$27K Hold
453
– – 0.01% 561
2019
Q2 		$24K Hold
453
– – 0.01% 586
2019
Q1 		$23K Buy
+453
New +$22.4K 0.01% 588

Other funds holding FAF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Golden State Wealth Management's FAF Position: Q2 2020 in Review

Golden State Wealth Management sold out of First American (FAF) in Q2 2020, closing a stake of 60 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in FAF in Q1 2019 and held it in 4 quarters. The position peaked at $27K in Q3 2019. 393 funds tracked by Wall St. Rank hold FAF as of Q2 2020.

  • Golden State Wealth Management reported no remaining First American position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 60 First American shares in Q2 2020, an estimated $3K.
  • Golden State Wealth Management first reported a position in First American in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's First American position peaked at $27K in Q3 2019.
  • 393 funds tracked by Wall St. Rank held First American as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.