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Legacy Wealth Partners (California)’s Goldman Sachs GS Stock Holding History

Legacy Wealth Partners (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
2021
Q2 		$1.34M Buy
3,542
+20
+0.6% +$7.16K 0.75% 33
2021
Q1 		$1.15M Sell
3,522
-643
-15% -$200K 0.67% 37
2020
Q4 		$1.1M Buy
+4,165
New +$927K 0.69% 33

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

Legacy Wealth Partners (California)'s GS Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Goldman Sachs (GS) stake by 0.57% in Q2 2021, buying an estimated $7.16K and bringing the position to 3,542 shares worth $1.34M. The position accounts for 0.75% of the portfolio, ranked #33.

Legacy Wealth Partners (California) first reported a position in GS in Q4 2020 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold GS as of Q2 2021.

  • Legacy Wealth Partners (California) held 3,542 shares of Goldman Sachs worth $1.34M as of Q2 2021.
  • Legacy Wealth Partners (California) bought 20 Goldman Sachs shares in Q2 2021, an estimated $7.16K.
  • Goldman Sachs made up 0.75% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #33 holding.
  • Legacy Wealth Partners (California) first reported a position in Goldman Sachs in Q4 2020 and has held it in 3 quarters since.
  • 1,706 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.