Private Wealth Advisors (Pennsylvania)’s Goldman Sachs GS Stock Holding History

Private Wealth Advisors (Pennsylvania)’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	$218K	Sell	825 -803	-49%	-$179K	0.12%	108
2020 Q3	$327K	Buy	1,628 +185	+13%	+$37.6K	0.21%	80
2020 Q2	$285K	Hold	1,443	–	–	0.19%	81
2020 Q1	$256K	Buy	1,443 +40	+3%	+$8.49K	0.19%	82
2019 Q4	$340K	Hold	1,403	–	–	0.18%	100
2019 Q3	$291K	Hold	1,403	–	–	0.15%	116
2019 Q2	$287K	Hold	1,403	–	–	0.1%	120
2019 Q1	$269K	Buy	1,403 +200	+17%	+$38.6K	0.1%	121
2018 Q4	$201K	Buy	+1,203	New	+$243K	0.09%	125
2018 Q2	–	Sell	-803	Closed	-$202K	–	124
2018 Q1	$202K	Hold	803	–	–	0.08%	124
2017 Q4	$205K	Buy	+803	New	+$197K	0.08%	125

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Private Wealth Advisors (Pennsylvania)'s GS Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Goldman Sachs (GS) stake by 49% in Q4 2020, selling an estimated $179K and leaving 825 shares worth $218K. The position accounts for 0.12% of the portfolio, ranked #108.

Private Wealth Advisors (Pennsylvania) first reported a position in GS in Q4 2017 and has held it in 11 quarters since. The position peaked at $340K in Q4 2019. 1,538 funds tracked by Wall St. Rank hold GS as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 825 shares of Goldman Sachs worth $218K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 803 Goldman Sachs shares in Q4 2020, an estimated $179K.
Goldman Sachs made up 0.12% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #108 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in Goldman Sachs in Q4 2017 and has held it in 11 quarters since.
Private Wealth Advisors (Pennsylvania)'s Goldman Sachs position peaked at $340K in Q4 2019.
1,538 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.