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Lucia Wealth Services’s Goldman Sachs GS Stock Holding History

Lucia Wealth Services’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
2018
Q4 		– Sell
-7,737
Closed -$1.74M – 193
2018
Q3 		$1.74M Sell
7,737
-292
-4% -$67.9K 0.54% 44
2018
Q2 		$1.77M Sell
8,029
-6,699
-45% -$1.6M 0.78% 31
2018
Q1 		$3.71M Buy
14,728
+4,991
+51% +$1.3M 1.2% 31
2017
Q4 		$2.48M Buy
+9,737
New +$2.39M 1.1% 22

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucia Wealth Services's GS Position: Q4 2018 in Review

Lucia Wealth Services sold out of Goldman Sachs (GS) in Q4 2018, closing a stake of 7,737 shares — an estimated $1.74M sold.

Lucia Wealth Services first reported a position in GS in Q4 2017 and held it in 4 quarters. The position peaked at $3.71M in Q1 2018. 1,261 funds tracked by Wall St. Rank hold GS as of Q4 2018.

  • Lucia Wealth Services reported no remaining Goldman Sachs position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 7,737 Goldman Sachs shares in Q4 2018, an estimated $1.74M.
  • Lucia Wealth Services first reported a position in Goldman Sachs in Q4 2017 and held it in 4 quarters.
  • Lucia Wealth Services's Goldman Sachs position peaked at $3.71M in Q1 2018.
  • 1,261 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.