HWM
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Howard Wealth Management’s Goldman Sachs GS Stock Holding History

Howard 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
2020
Q1 		– Sell
-184
Closed -$42K – 264
2019
Q4 		$42K Buy
+184
New +$39.9K 0.04% 213

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howard Wealth Management's GS Position: Q1 2020 in Review

Howard Wealth Management sold out of Goldman Sachs (GS) in Q1 2020, closing a stake of 184 shares — an estimated $42K sold.

Howard Wealth Management first reported a position in GS in Q4 2019 and held it in 1 quarter. The position peaked at $42K in Q4 2019. 1,261 funds tracked by Wall St. Rank hold GS as of Q1 2020.

  • Howard Wealth Management reported no remaining Goldman Sachs position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 184 Goldman Sachs shares in Q1 2020, an estimated $42K.
  • Howard Wealth Management first reported a position in Goldman Sachs in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Goldman Sachs position peaked at $42K in Q4 2019.
  • 1,261 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.