GWM
GS icon

Gupta Wealth Management’s Goldman Sachs GS Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$23K Sell
144
-182
-56% -$28.1K 0.01% 620
2015
Q4 		$59K Sell
326
-1,248
-79% -$232K 0.02% 400
2015
Q3 		$273K Buy
1,574
+1,143
+265% +$224K 0.07% 206
2015
Q2 		$90K Buy
431
+257
+148% +$52.4K 0.02% 359
2015
Q1 		$33K Buy
+174
New +$32.4K 0.01% 476

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gupta Wealth Management's GS Position: Q1 2016 in Review

Gupta Wealth Management reduced its Goldman Sachs (GS) stake by 56% in Q1 2016, selling an estimated $28.1K and leaving 144 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #620.

Gupta Wealth Management first reported a position in GS in Q1 2015 and has held it in 5 quarters since. The position peaked at $273K in Q3 2015. 1,027 funds tracked by Wall St. Rank hold GS as of Q1 2016.

  • Gupta Wealth Management held 144 shares of Goldman Sachs worth $23K as of Q1 2016.
  • Gupta Wealth Management sold 182 Goldman Sachs shares in Q1 2016, an estimated $28.1K.
  • Goldman Sachs made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #620 holding.
  • Gupta Wealth Management first reported a position in Goldman Sachs in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Goldman Sachs position peaked at $273K in Q3 2015.
  • 1,027 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.