GSWM
GO icon

Golden State Wealth Management’s Grocery Outlet GO Stock Holding History

Golden State Wealth Management’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-230
Closed -$8K – 404
2019
Q3 		$8K Buy
+230
New +$8.72K ﹤0.01% 784

Other funds holding GO

HFCIV
H&F Corporate Investors VII San Francisco, California $3.61B AUM 26.49% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Golden State Wealth Management's GO Position: Q4 2019 in Review

Golden State Wealth Management sold out of Grocery Outlet (GO) in Q4 2019, closing a stake of 230 shares — an estimated $8K sold.

Golden State Wealth Management first reported a position in GO in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 126 funds tracked by Wall St. Rank hold GO as of Q4 2019.

  • Golden State Wealth Management reported no remaining Grocery Outlet position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 230 Grocery Outlet shares in Q4 2019, an estimated $8K.
  • Golden State Wealth Management first reported a position in Grocery Outlet in Q3 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Grocery Outlet position peaked at $8K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.