Goldman Sachs
RESP

Goldman Sachs’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Goldman Sachs’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-48,689
Closed -$1.34M – 5547
2020
Q1 		$1.34M Buy
48,689
+36,226
+291% +$1.23M ﹤0.01% 3564
2019
Q4 		$460K Sell
12,463
-28,035
-69% -$991K ﹤0.01% 4554
2019
Q3 		$1.37M Sell
40,498
-17,230
-30% -$579K ﹤0.01% 3803
2019
Q2 		$1.93M Sell
57,728
-37,861
-40% -$1.25M ﹤0.01% 3585
2019
Q1 		$3.09M Buy
95,589
+7,135
+8% +$223K ﹤0.01% 3326
2018
Q4 		$2.52M Buy
+88,454
New +$2.76M ﹤0.01% 3390

Other funds holding RESP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Goldman Sachs's RESP Position: Q2 2020 in Review

Goldman Sachs sold out of WisdomTree U.S. ESG Fund (RESP) in Q2 2020, closing a stake of 48,689 shares — an estimated $1.34M sold.

Goldman Sachs first reported a position in RESP in Q4 2018 and held it in 6 quarters. The position peaked at $3.09M in Q1 2019. 25 funds tracked by Wall St. Rank hold RESP as of Q2 2020.

  • Goldman Sachs reported no remaining WisdomTree U.S. ESG Fund position as of Q2 2020 after selling out during the quarter.
  • Goldman Sachs sold 48,689 WisdomTree U.S. ESG Fund shares in Q2 2020, an estimated $1.34M.
  • Goldman Sachs first reported a position in WisdomTree U.S. ESG Fund in Q4 2018 and held it in 6 quarters.
  • Goldman Sachs's WisdomTree U.S. ESG Fund position peaked at $3.09M in Q1 2019.
  • 25 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q2 2020.

Based on Goldman Sachs's 13F filing for Q2 2020, filed 12 Aug 2020.