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Personal Wealth Partners’s Goldman Sachs GS Stock Holding History

Personal 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
2021
Q3 		– Sell
-40
Closed -$15K – 200
2021
Q2 		$15K Buy
+40
New +$14.3K 0.01% 233
2020
Q1 		– Sell
-50
Closed -$11K – 272
2019
Q4 		$11K Hold
50
– – ﹤0.01% 227
2019
Q3 		$10K Buy
50
+10
+25% +$2.09K ﹤0.01% 236
2019
Q2 		$8K Buy
+40
New +$7.92K ﹤0.01% 222

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Personal Wealth Partners's GS Position: Q3 2021 in Review

Personal Wealth Partners sold out of Goldman Sachs (GS) in Q3 2021, closing a stake of 40 shares — an estimated $15K sold.

Personal Wealth Partners first reported a position in GS in Q2 2019 and held it in 4 quarters. The position peaked at $15K in Q2 2021. 1,742 funds tracked by Wall St. Rank hold GS as of Q3 2021.

  • Personal Wealth Partners reported no remaining Goldman Sachs position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 40 Goldman Sachs shares in Q3 2021, an estimated $15K.
  • Personal Wealth Partners first reported a position in Goldman Sachs in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Goldman Sachs position peaked at $15K in Q2 2021.
  • 1,742 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.