MBE Wealth Management’s Goldman Sachs GS Stock Holding History

MBE 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 Q2	–	Sell	-10	Closed	-$1K	–	235
2020 Q1	$1K	Buy	+10	New	+$2.12K	﹤0.01%	508

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MBE Wealth Management's GS Position: Q2 2020 in Review

MBE Wealth Management sold out of Goldman Sachs (GS) in Q2 2020, closing a stake of 10 shares — an estimated $1K sold.

MBE Wealth Management first reported a position in GS in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 1,298 funds tracked by Wall St. Rank hold GS as of Q2 2020.

MBE Wealth Management reported no remaining Goldman Sachs position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 10 Goldman Sachs shares in Q2 2020, an estimated $1K.
MBE Wealth Management first reported a position in Goldman Sachs in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Goldman Sachs position peaked at $1K in Q1 2020.
1,298 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.