Halpern Financial’s Goldman Sachs GS Stock Holding History

Halpern Financial’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
2020 Q4	–	Sell	-5	Closed	-$1K	–	207
2020 Q3	$1K	Buy	+5	New	+$1.02K	﹤0.01%	187

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Halpern Financial's GS Position: Q4 2020 in Review

Halpern Financial sold out of Goldman Sachs (GS) in Q4 2020, closing a stake of 5 shares — an estimated $1K sold.

Halpern Financial first reported a position in GS in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold GS as of Q4 2020.

Halpern Financial reported no remaining Goldman Sachs position as of Q4 2020 after selling out during the quarter.
Halpern Financial sold 5 Goldman Sachs shares in Q4 2020, an estimated $1K.
Halpern Financial first reported a position in Goldman Sachs in Q3 2020 and held it in 1 quarter.
Halpern Financial's Goldman Sachs position peaked at $1K in Q3 2020.
1,538 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2020.

Based on Halpern Financial's 13F filing for Q4 2020, filed 21 Sep 2023.