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Hoover Financial Advisors’s Goldman Sachs GS Stock Holding History

Hoover Financial Advisors’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
Q2 		$39K Hold
104
– – 0.01% 313
2021
Q1 		$37K Sell
104
-164
-61% -$51.1K 0.01% 290
2020
Q4 		$83K Buy
+268
New +$59.7K 0.02% 191
2020
Q3 		– Sell
-102
Closed -$20K – 309
2020
Q2 		$20K Buy
+102
New +$19.1K 0.01% 278

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hoover Financial Advisors's GS Position: Q2 2021 in Review

Hoover Financial Advisors held its Goldman Sachs (GS) position steady in Q2 2021 at 104 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #313.

Hoover Financial Advisors first reported a position in GS in Q2 2020 and has held it in 4 quarters since. The position peaked at $83K in Q4 2020. 1,707 funds tracked by Wall St. Rank hold GS as of Q2 2021.

  • Hoover Financial Advisors held 104 shares of Goldman Sachs worth $39K as of Q2 2021.
  • Hoover Financial Advisors left its Goldman Sachs share count unchanged in Q2 2021.
  • Goldman Sachs made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #313 holding.
  • Hoover Financial Advisors first reported a position in Goldman Sachs in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Goldman Sachs position peaked at $83K in Q4 2020.
  • 1,707 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.