Steward Partners Investment Advisory’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History

Steward Partners Investment Advisory’s Portfolio GS.PRJ Stock Details GS.PRJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,920	Closed	-$190K	–	3542
2021 Q2	$190K	Buy	+6,920	New	+$189K	﹤0.01%	1586

Other funds holding GS.PRJ

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Steward Partners Investment Advisory's GS.PRJ Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of GOLDMAN SACHS GROUP, INC. 5.50% SER J (GS.PRJ) in Q3 2021, closing a stake of 6,920 shares — an estimated $190K sold.

Steward Partners Investment Advisory first reported a position in GS.PRJ in Q2 2021 and held it in 1 quarter. The position peaked at $190K in Q2 2021. 2 funds tracked by Wall St. Rank hold GS.PRJ as of Q3 2021.

Steward Partners Investment Advisory reported no remaining GOLDMAN SACHS GROUP, INC. 5.50% SER J position as of Q3 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 6,920 GOLDMAN SACHS GROUP, INC. 5.50% SER J shares in Q3 2021, an estimated $190K.
Steward Partners Investment Advisory first reported a position in GOLDMAN SACHS GROUP, INC. 5.50% SER J in Q2 2021 and held it in 1 quarter.
Steward Partners Investment Advisory's GOLDMAN SACHS GROUP, INC. 5.50% SER J position peaked at $190K in Q2 2021.
2 funds tracked by Wall St. Rank held GOLDMAN SACHS GROUP, INC. 5.50% SER J as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.