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Northwest Wealth Management’s Goldman Sachs GS Stock Holding History

Northwest 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
2019
Q2 		– Sell
-875
Closed -$168K – 274
2019
Q1 		$168K Buy
875
+275
+46% +$53.1K 0.13% 121
2018
Q4 		$100K Buy
+600
New +$121K 0.08% 142

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Wealth Management's GS Position: Q2 2019 in Review

Northwest Wealth Management sold out of Goldman Sachs (GS) in Q2 2019, closing a stake of 875 shares — an estimated $168K sold.

Northwest Wealth Management first reported a position in GS in Q4 2018 and held it in 2 quarters. The position peaked at $168K in Q1 2019. 1,269 funds tracked by Wall St. Rank hold GS as of Q2 2019.

  • Northwest Wealth Management reported no remaining Goldman Sachs position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 875 Goldman Sachs shares in Q2 2019, an estimated $168K.
  • Northwest Wealth Management first reported a position in Goldman Sachs in Q4 2018 and held it in 2 quarters.
  • Northwest Wealth Management's Goldman Sachs position peaked at $168K in Q1 2019.
  • 1,269 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.