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Wealthfront’s Goldman Sachs GS Stock Holding History

Wealthfront’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
2018
Q3 		$2.69M Buy
12,018
+744
+7% +$173K 0.03% 97
2018
Q2 		$2.49M Sell
11,274
-5,120
-31% -$1.22M 0.03% 99
2018
Q1 		$4.13M Buy
16,394
+1,966
+14% +$512K 0.04% 75
2017
Q4 		$3.68M Buy
14,428
+2,232
+18% +$547K 0.04% 71
2017
Q3 		$2.89M Buy
12,196
+1,842
+18% +$415K 0.04% 80
2017
Q2 		$2.3M Buy
10,354
+1,896
+22% +$421K 0.03% 82
2017
Q1 		$1.94M Buy
8,458
+504
+6% +$122K 0.03% 85
2016
Q4 		$1.91M Buy
7,954
+2,050
+35% +$416K 0.04% 76
2016
Q3 		$952K Buy
5,904
+1,533
+35% +$249K 0.02% 107
2016
Q2 		$649K Buy
4,371
+225
+5% +$35.1K 0.02% 136
2016
Q1 		$651K Sell
4,146
-1,698
-29% -$263K 0.02% 122
2015
Q4 		$1.05M Buy
5,844
+1,032
+21% +$192K 0.04% 81
2015
Q3 		$836K Sell
4,812
-273
-5% -$53.5K 0.03% 92
2015
Q2 		$1.06M Buy
5,085
+1,192
+31% +$243K 0.04% 55
2015
Q1 		$732K Sell
3,893
-17
-0.4% -$3.16K 0.04% 58
2014
Q4 		$758K Buy
3,910
+1,715
+78% +$322K 0.04% 47
2014
Q3 		$403K Buy
2,195
+894
+69% +$157K 0.03% 69
2014
Q2 		$220K Buy
1,301
+511
+65% +$82.5K 0.02% 98
2014
Q1 		$131K Buy
+790
New +$133K 0.02% 95

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wealthfront's GS Position: Q3 2018 in Review

Wealthfront increased its Goldman Sachs (GS) stake by 6.6% in Q3 2018, buying an estimated $173K and bringing the position to 12,018 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #97.

Wealthfront first reported a position in GS in Q1 2014 and has held it in 19 quarters since. The position peaked at $4.13M in Q1 2018. 1,319 funds tracked by Wall St. Rank hold GS as of Q3 2018.

  • Wealthfront held 12,018 shares of Goldman Sachs worth $2.69M as of Q3 2018.
  • Wealthfront bought 744 Goldman Sachs shares in Q3 2018, an estimated $173K.
  • Goldman Sachs made up 0.03% of Wealthfront's portfolio in Q3 2018, its #97 holding.
  • Wealthfront first reported a position in Goldman Sachs in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Goldman Sachs position peaked at $4.13M in Q1 2018.
  • 1,319 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.