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Northstar Wealth Partners’s Goldman Sachs GS Stock Holding History

Northstar Wealth Partners’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
Q3 		$389K Buy
1,937
+325
+20% +$66.1K 0.18% 99
2020
Q2 		$318K Buy
+1,612
New +$303K 0.13% 136

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northstar Wealth Partners's GS Position: Q3 2020 in Review

Northstar Wealth Partners increased its Goldman Sachs (GS) stake by 20% in Q3 2020, buying an estimated $66.1K and bringing the position to 1,937 shares worth $389K. The position accounts for 0.18% of the portfolio, ranked #99.

Northstar Wealth Partners first reported a position in GS in Q2 2020 and has held it in 2 quarters since. 1,339 funds tracked by Wall St. Rank hold GS as of Q3 2020.

  • Northstar Wealth Partners held 1,937 shares of Goldman Sachs worth $389K as of Q3 2020.
  • Northstar Wealth Partners bought 325 Goldman Sachs shares in Q3 2020, an estimated $66.1K.
  • Goldman Sachs made up 0.18% of Northstar Wealth Partners's portfolio in Q3 2020, its #99 holding.
  • Northstar Wealth Partners first reported a position in Goldman Sachs in Q2 2020 and has held it in 2 quarters since.
  • 1,339 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.