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Point View Wealth Management’s Goldman Sachs GS Stock Holding History

Point View 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
Q4 		$2.21M Sell
8,382
-403
-5% -$89.7K 0.9% 24
2020
Q3 		$1.77M Sell
8,785
-261
-3% -$53.1K 0.83% 29
2020
Q2 		$1.79M Sell
9,046
-161
-2% -$30.2K 0.86% 27
2020
Q1 		$1.42M Buy
9,207
+333
+4% +$70.7K 0.78% 32
2019
Q4 		$2.04M Buy
8,874
+319
+4% +$69.2K 0.85% 30
2019
Q3 		$1.77M Sell
8,555
-207
-2% -$43.3K 0.8% 36
2019
Q2 		$1.79M Sell
8,762
-117
-1% -$23.2K 0.76% 40
2019
Q1 		$1.71M Sell
8,879
-24
-0.3% -$4.63K 0.76% 38
2018
Q4 		$1.49M Buy
8,903
+5,441
+157% +$1.1M 0.75% 42
2018
Q3 		$776K Sell
3,462
-57
-2% -$13.3K 0.35% 103
2018
Q2 		$776K Hold
3,519
– – 0.36% 96
2018
Q1 		$886K Buy
3,519
+157
+5% +$40.9K 0.43% 80
2017
Q4 		$856K Hold
3,362
– – 0.41% 85
2017
Q3 		$798K Buy
3,362
+227
+7% +$51.2K 0.38% 95
2017
Q2 		$696K Buy
3,135
+297
+10% +$66K 0.34% 109
2017
Q1 		$652K Buy
2,838
+271
+11% +$65.4K 0.34% 107
2016
Q4 		$615K Sell
2,567
-183
-7% -$37.2K 0.35% 102
2016
Q3 		$443K Buy
2,750
+261
+10% +$42.4K 0.26% 131
2016
Q2 		$370K Buy
2,489
+482
+24% +$75.2K 0.22% 137
2016
Q1 		$315K Sell
2,007
-202
-9% -$31.2K 0.2% 154
2015
Q4 		$398K Hold
2,209
– – 0.29% 122
2015
Q3 		$384K Buy
+2,209
New +$433K 0.31% 112
2015
Q2 		– Sell
-2,209
Closed -$415K – 206
2015
Q1 		$415K Buy
2,209
+785
+55% +$146K 0.32% 114
2014
Q4 		$276K Sell
1,424
-38
-3% -$7.14K 0.21% 145
2014
Q3 		$268K Buy
1,462
+16
+1% +$2.81K 0.23% 142
2014
Q2 		$242K Sell
1,446
-30
-2% -$4.84K 0.21% 154
2014
Q1 		$242K Sell
1,476
-7
-0.5% -$1.18K 0.22% 143
2013
Q4 		$263K Buy
+1,483
New +$245K 0.25% 132

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Point View Wealth Management's GS Position: Q4 2020 in Review

Point View Wealth Management reduced its Goldman Sachs (GS) stake by 4.6% in Q4 2020, selling an estimated $89.7K and leaving 8,382 shares worth $2.21M. The position accounts for 0.9% of the portfolio, ranked #24.

Point View Wealth Management first reported a position in GS in Q4 2013 and has held it in 28 quarters since. 1,538 funds tracked by Wall St. Rank hold GS as of Q4 2020.

  • Point View Wealth Management held 8,382 shares of Goldman Sachs worth $2.21M as of Q4 2020.
  • Point View Wealth Management sold 403 Goldman Sachs shares in Q4 2020, an estimated $89.7K.
  • Goldman Sachs made up 0.9% of Point View Wealth Management's portfolio in Q4 2020, its #24 holding.
  • Point View Wealth Management first reported a position in Goldman Sachs in Q4 2013 and has held it in 28 quarters since.
  • 1,538 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.