Regal Wealth Group’s Goldman Sachs GS Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-24	Closed	-$8K	–	133
2021 Q1	$8K	Hold	24	–	–	﹤0.01%	187
2020 Q4	$6K	Hold	24	–	–	﹤0.01%	170
2020 Q3	$5K	Hold	24	–	–	﹤0.01%	168
2020 Q2	$5K	Hold	24	–	–	﹤0.01%	164
2020 Q1	$4K	Hold	24	–	–	﹤0.01%	152
2019 Q4	$6K	Hold	24	–	–	﹤0.01%	166
2019 Q3	$5K	Hold	24	–	–	﹤0.01%	149
2019 Q2	$5K	Hold	24	–	–	﹤0.01%	140
2019 Q1	$5K	Hold	24	–	–	﹤0.01%	136
2018 Q4	$4K	Hold	24	–	–	﹤0.01%	136
2018 Q3	$5K	Hold	24	–	–	﹤0.01%	136
2018 Q2	$5K	Hold	24	–	–	0.01%	141
2018 Q1	$6K	Hold	24	–	–	﹤0.01%	141
2017 Q4	$6K	Buy	+24	New	+$5.89K	﹤0.01%	140

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Regal Wealth Group's GS Position: Q2 2021 in Review

Regal Wealth Group sold out of Goldman Sachs (GS) in Q2 2021, closing a stake of 24 shares — an estimated $8K sold.

Regal Wealth Group first reported a position in GS in Q4 2017 and held it in 14 quarters. The position peaked at $8K in Q1 2021. 1,706 funds tracked by Wall St. Rank hold GS as of Q2 2021.

Regal Wealth Group reported no remaining Goldman Sachs position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 24 Goldman Sachs shares in Q2 2021, an estimated $8K.
Regal Wealth Group first reported a position in Goldman Sachs in Q4 2017 and held it in 14 quarters.
Regal Wealth Group's Goldman Sachs position peaked at $8K in Q1 2021.
1,706 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.