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SVA Wealth Management’s Goldman Sachs GS Stock Holding History

SVA 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
2020
Q4 		$557K Sell
2,113
-382
-15% -$85K 0.05% 154
2020
Q3 		$501K Sell
2,495
-391
-14% -$79.6K 0.05% 148
2020
Q2 		$570K Hold
2,886
– – 0.06% 141
2020
Q1 		$446K Buy
2,886
+243
+9% +$51.6K 0.05% 147
2019
Q4 		$608K Sell
2,643
-159
-6% -$34.5K 0.06% 138
2019
Q3 		$581K Buy
2,802
+42
+2% +$8.78K 0.06% 139
2019
Q2 		$565K Sell
2,760
-121
-4% -$23.9K 0.06% 143
2019
Q1 		$553K Buy
2,881
+563
+24% +$109K 0.05% 147
2018
Q4 		$387K Sell
2,318
-446
-16% -$90K 0.04% 162
2018
Q3 		$620K Buy
2,764
+65
+2% +$15.1K 0.06% 147
2018
Q2 		$595K Buy
+2,699
New +$644K 0.06% 142

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's GS Position: Q4 2020 in Review

SVA Wealth Management reduced its Goldman Sachs (GS) stake by 15% in Q4 2020, selling an estimated $85K and leaving 2,113 shares worth $557K. The position accounts for 0.05% of the portfolio, ranked #154.

SVA Wealth Management first reported a position in GS in Q2 2018 and has held it in 11 quarters since. The position peaked at $620K in Q3 2018. 1,538 funds tracked by Wall St. Rank hold GS as of Q4 2020.

  • SVA Wealth Management held 2,113 shares of Goldman Sachs worth $557K as of Q4 2020.
  • SVA Wealth Management sold 382 Goldman Sachs shares in Q4 2020, an estimated $85K.
  • Goldman Sachs made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #154 holding.
  • SVA Wealth Management first reported a position in Goldman Sachs in Q2 2018 and has held it in 11 quarters since.
  • SVA Wealth Management's Goldman Sachs position peaked at $620K in Q3 2018.
  • 1,538 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.