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Lionsbridge Wealth Management’s Goldman Sachs GS Stock Holding History

Lionsbridge 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
-100
Closed -$23K – 145
2019
Q4 		$23K Buy
+100
New +$21.7K 0.02% 88

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

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

Lionsbridge Wealth Management sold out of Goldman Sachs (GS) in Q1 2020, closing a stake of 100 shares — an estimated $23K sold.

Lionsbridge Wealth Management first reported a position in GS in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 1,261 funds tracked by Wall St. Rank hold GS as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Goldman Sachs position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 100 Goldman Sachs shares in Q1 2020, an estimated $23K.
  • Lionsbridge Wealth Management first reported a position in Goldman Sachs in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Goldman Sachs position peaked at $23K in Q4 2019.
  • 1,261 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.