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Inlet Private Wealth’s Goldman Sachs GS Stock Holding History

Inlet Private Wealth’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
-6,035
Closed -$1.21M – 127
2020
Q3 		$1.21M Sell
6,035
-7,725
-56% -$1.57M 0.47% 62
2020
Q2 		$2.72M Hold
13,760
– – 1.09% 32
2020
Q1 		$2.13M Hold
13,760
– – 0.99% 38
2019
Q4 		$3.16M Buy
13,760
+365
+3% +$79.2K 1.05% 31
2019
Q3 		$2.78M Buy
13,395
+1,750
+15% +$366K 1.03% 32
2019
Q2 		$2.49M Buy
11,645
+4,750
+69% +$940K 0.9% 37
2019
Q1 		$1.32M Buy
6,895
+1,910
+38% +$368K 0.53% 59
2018
Q4 		$833K Buy
+4,985
New +$1.01M 0.45% 58

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Inlet Private Wealth's GS Position: Q4 2020 in Review

Inlet Private Wealth sold out of Goldman Sachs (GS) in Q4 2020, closing a stake of 6,035 shares — an estimated $1.21M sold.

Inlet Private Wealth first reported a position in GS in Q4 2018 and held it in 8 quarters. The position peaked at $3.16M in Q4 2019. 1,538 funds tracked by Wall St. Rank hold GS as of Q4 2020.

  • Inlet Private Wealth reported no remaining Goldman Sachs position as of Q4 2020 after selling out during the quarter.
  • Inlet Private Wealth sold 6,035 Goldman Sachs shares in Q4 2020, an estimated $1.21M.
  • Inlet Private Wealth first reported a position in Goldman Sachs in Q4 2018 and held it in 8 quarters.
  • Inlet Private Wealth's Goldman Sachs position peaked at $3.16M in Q4 2019.
  • 1,538 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2020.

Based on Inlet Private Wealth's 13F filing for Q4 2020, filed 11 Feb 2021.