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ShoreHaven Wealth Partners’s Goldman Sachs GS Stock Holding History

ShoreHaven 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
Q2 		– Sell
-19
Closed -$6K – 134
2021
Q1 		$6K Hold
19
– – ﹤0.01% 218
2020
Q4 		$5K Buy
+19
New +$4.23K ﹤0.01% 196

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

ShoreHaven Wealth Partners's GS Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Goldman Sachs (GS) in Q2 2021, closing a stake of 19 shares — an estimated $6K sold.

ShoreHaven Wealth Partners first reported a position in GS in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 1,710 funds tracked by Wall St. Rank hold GS as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Goldman Sachs position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 19 Goldman Sachs shares in Q2 2021, an estimated $6K.
  • ShoreHaven Wealth Partners first reported a position in Goldman Sachs in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Goldman Sachs position peaked at $6K in Q1 2021.
  • 1,710 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.