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PRW Wealth Management’s Goldman Sachs GS Stock Holding History

PRW 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
2021
Q3 		– Sell
-550
Closed -$209K – 171
2021
Q2 		$209K Buy
+550
New +$197K 0.06% 250
2019
Q2 		– Sell
-515
Closed -$60K – 314
2019
Q1 		$60K Sell
515
-1,167
-69% -$225K 0.06% 121
2018
Q4 		$282K Buy
+1,682
New +$339K 0.35% 43

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

PRW Wealth Management's GS Position: Q3 2021 in Review

PRW Wealth Management sold out of Goldman Sachs (GS) in Q3 2021, closing a stake of 550 shares — an estimated $209K sold.

PRW Wealth Management first reported a position in GS in Q4 2018 and held it in 3 quarters. The position peaked at $282K in Q4 2018. 1,742 funds tracked by Wall St. Rank hold GS as of Q3 2021.

  • PRW Wealth Management reported no remaining Goldman Sachs position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 550 Goldman Sachs shares in Q3 2021, an estimated $209K.
  • PRW Wealth Management first reported a position in Goldman Sachs in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Goldman Sachs position peaked at $282K in Q4 2018.
  • 1,742 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.