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Greenwood Capital Associates’s Goldman Sachs GS Stock Holding History

Greenwood Capital Associates’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
2021
Q3 		– Sell
-583
Closed -$221K – 212
2021
Q2 		$221K Buy
+583
New +$209K 0.03% 209
2021
Q1 		– Sell
-1,755
Closed -$463K – 223
2020
Q4 		$463K Buy
1,755
+437
+33% +$97.3K 0.08% 168
2020
Q3 		$265K Buy
+1,318
New +$268K 0.05% 172

Other funds holding GS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Greenwood Capital Associates's GS Position: Q3 2021 in Review

Greenwood Capital Associates sold out of Goldman Sachs (GS) in Q3 2021, closing a stake of 583 shares — an estimated $221K sold.

Greenwood Capital Associates first reported a position in GS in Q3 2020 and held it in 3 quarters. The position peaked at $463K in Q4 2020. 1,742 funds tracked by Wall St. Rank hold GS as of Q3 2021.

  • Greenwood Capital Associates reported no remaining Goldman Sachs position as of Q3 2021 after selling out during the quarter.
  • Greenwood Capital Associates sold 583 Goldman Sachs shares in Q3 2021, an estimated $221K.
  • Greenwood Capital Associates first reported a position in Goldman Sachs in Q3 2020 and held it in 3 quarters.
  • Greenwood Capital Associates's Goldman Sachs position peaked at $463K in Q4 2020.
  • 1,742 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on Greenwood Capital Associates's 13F filing for Q3 2021, filed 27 Oct 2021.