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Taylor Hoffman Wealth Management’s Goldman Sachs GS Stock Holding History

Taylor Hoffman 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
Q1 		– Sell
-11
Closed -$3K – 214
2019
Q4 		$3K Hold
11
– – ﹤0.01% 382
2019
Q3 		$2K Hold
11
– – ﹤0.01% 395
2019
Q2 		$2K Hold
11
– – ﹤0.01% 385
2019
Q1 		$2K Hold
11
– – ﹤0.01% 392
2018
Q4 		$2K Hold
11
– – ﹤0.01% 377
2018
Q3 		$2K Hold
11
– – ﹤0.01% 385
2018
Q2 		$2K Hold
11
– – ﹤0.01% 369
2018
Q1 		$3K Sell
11
-200
-95% -$52.1K ﹤0.01% 362
2017
Q4 		$54K Buy
+211
New +$51.8K 0.05% 184

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Taylor Hoffman Wealth Management's GS Position: Q1 2020 in Review

Taylor Hoffman Wealth Management sold out of Goldman Sachs (GS) in Q1 2020, closing a stake of 11 shares — an estimated $3K sold.

Taylor Hoffman Wealth Management first reported a position in GS in Q4 2017 and held it in 9 quarters. The position peaked at $54K in Q4 2017. 1,261 funds tracked by Wall St. Rank hold GS as of Q1 2020.

  • Taylor Hoffman Wealth Management reported no remaining Goldman Sachs position as of Q1 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 11 Goldman Sachs shares in Q1 2020, an estimated $3K.
  • Taylor Hoffman Wealth Management first reported a position in Goldman Sachs in Q4 2017 and held it in 9 quarters.
  • Taylor Hoffman Wealth Management's Goldman Sachs position peaked at $54K in Q4 2017.
  • 1,261 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.