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JOYN Advisors’s Goldman Sachs GS Stock Holding History

JOYN 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
2019
Q1 		– Sell
-160
Closed -$27K – 625
2018
Q4 		$27K Sell
160
-782
-83% -$158K 0.01% 546
2018
Q3 		$211K Buy
942
+38
+4% +$8.84K 0.04% 140
2018
Q2 		$199K Buy
904
+6
+0.7% +$1.43K 0.04% 143
2018
Q1 		$226K Sell
898
-97
-10% -$25.3K 0.05% 119
2017
Q4 		$253K Buy
+995
New +$244K 0.05% 140

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

JOYN Advisors's GS Position: Q1 2019 in Review

JOYN Advisors sold out of Goldman Sachs (GS) in Q1 2019, closing a stake of 160 shares — an estimated $27K sold.

JOYN Advisors first reported a position in GS in Q4 2017 and held it in 5 quarters. The position peaked at $253K in Q4 2017. 1,288 funds tracked by Wall St. Rank hold GS as of Q1 2019.

  • JOYN Advisors reported no remaining Goldman Sachs position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 160 Goldman Sachs shares in Q1 2019, an estimated $27K.
  • JOYN Advisors first reported a position in Goldman Sachs in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Goldman Sachs position peaked at $253K in Q4 2017.
  • 1,288 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.