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Patriot Wealth Management’s Goldman Sachs GS Stock Holding History

Patriot 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
2018
Q4 		– Sell
-37,710
Closed -$8.46M – 82
2018
Q3 		$8.46M Buy
37,710
+862
+2% +$201K 1.07% 40
2018
Q2 		$8.13M Buy
36,848
+902
+3% +$215K 1.12% 31
2018
Q1 		$9.05M Buy
35,946
+8,985
+33% +$2.34M 1.29% 22
2017
Q4 		$6.87M Buy
26,961
+418
+2% +$103K 0.97% 40
2017
Q3 		$6.3M Buy
26,543
+163
+0.6% +$36.8K 1.02% 36
2017
Q2 		$5.85M Buy
+26,380
New +$5.86M 0.98% 42

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $191B AUM 17.5% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patriot Wealth Management's GS Position: Q4 2018 in Review

Patriot Wealth Management sold out of Goldman Sachs (GS) in Q4 2018, closing a stake of 37,710 shares — an estimated $8.46M sold.

Patriot Wealth Management first reported a position in GS in Q2 2017 and held it in 6 quarters. The position peaked at $9.05M in Q1 2018. 1,262 funds tracked by Wall St. Rank hold GS as of Q4 2018.

  • Patriot Wealth Management reported no remaining Goldman Sachs position as of Q4 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 37,710 Goldman Sachs shares in Q4 2018, an estimated $8.46M.
  • Patriot Wealth Management first reported a position in Goldman Sachs in Q2 2017 and held it in 6 quarters.
  • Patriot Wealth Management's Goldman Sachs position peaked at $9.05M in Q1 2018.
  • 1,262 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.