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LWAC
Laurel Wealth Advisors (California)’s
Goldman Sachs
GS
Stock Holding History
Laurel Wealth Advisors (California)’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
2022
Q4
$860K
Sell
2,503
-37
-1%
-$12.9K
0.08%
250
2022
Q3
$744K
Sell
2,540
-18
-0.7%
-$5.83K
0.08%
267
2022
Q2
$760K
Buy
2,558
+30
+1%
+$9.34K
0.08%
259
2022
Q1
$834K
Sell
2,528
-840
-25%
-$297K
0.07%
282
2021
Q4
$1.29M
Buy
3,368
+2,570
+322%
+$1.02M
0.1%
208
2021
Q3
$302K
Sell
798
-193
-19%
-$75.4K
0.06%
336
2021
Q2
$376K
Buy
991
+120
+14%
+$42.9K
0.05%
344
2021
Q1
$285K
Sell
871
-59
-6%
-$18.4K
0.04%
368
2020
Q4
$245K
Buy
+930
New
+$207K
0.04%
383
2020
Q1
–
Sell
-884
Closed
-$203K
–
394
2019
Q4
$203K
Buy
+884
New
+$192K
0.04%
437
2019
Q3
–
Sell
-1,162
Closed
-$238K
–
446
2019
Q2
$238K
Buy
+1,162
New
+$230K
0.05%
350
2018
Q4
–
Sell
-1,320
Closed
-$296K
–
383
2018
Q3
$296K
Sell
1,320
-267
-17%
-$62.1K
0.07%
281
2018
Q2
$349K
Buy
1,587
+130
+9%
+$31K
0.09%
232
2018
Q1
$366K
Buy
1,457
+488
+50%
+$127K
0.11%
207
2017
Q4
$246K
Sell
969
-16
-2%
-$3.92K
0.07%
292
2017
Q3
$233K
Sell
985
-262
-21%
-$59.1K
0.08%
261
2017
Q2
$276K
Buy
+1,247
New
+$277K
0.1%
225
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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