GSWM
GMS

Golden State Wealth Management’s GMS Inc GMS Stock Holding History

Golden State Wealth Management’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-900
Closed -$14K – 474
2020
Q1 		$14K Buy
+900
New +$21.3K 0.01% 556
2019
Q4 		– Sell
-600
Closed -$17K – 401
2019
Q3 		$17K Hold
600
– – 0.01% 645
2019
Q2 		$13K Hold
600
– – ﹤0.01% 695
2019
Q1 		$9K Buy
+600
New +$10.8K ﹤0.01% 797

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Golden State Wealth Management sold out of GMS Inc (GMS) in Q2 2020, closing a stake of 900 shares — an estimated $14K sold.

Golden State Wealth Management first reported a position in GMS in Q1 2019 and held it in 4 quarters. The position peaked at $17K in Q3 2019. 174 funds tracked by Wall St. Rank hold GMS as of Q2 2020.

  • Golden State Wealth Management reported no remaining GMS Inc position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 900 GMS Inc shares in Q2 2020, an estimated $14K.
  • Golden State Wealth Management first reported a position in GMS Inc in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's GMS Inc position peaked at $17K in Q3 2019.
  • 174 funds tracked by Wall St. Rank held GMS Inc as of Q2 2020.

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