WealthOne’s Goldman Sachs GS Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-158	Closed	-$26K	–	257
2018 Q4	$26K	Buy	+158	New	+$31.9K	0.02%	246

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthOne's GS Position: Q1 2019 in Review

WealthOne sold out of Goldman Sachs (GS) in Q1 2019, closing a stake of 158 shares — an estimated $26K sold.

WealthOne first reported a position in GS in Q4 2018 and held it in 1 quarter. The position peaked at $26K in Q4 2018. 1,289 funds tracked by Wall St. Rank hold GS as of Q1 2019.

WealthOne reported no remaining Goldman Sachs position as of Q1 2019 after selling out during the quarter.
WealthOne sold 158 Goldman Sachs shares in Q1 2019, an estimated $26K.
WealthOne first reported a position in Goldman Sachs in Q4 2018 and held it in 1 quarter.
WealthOne's Goldman Sachs position peaked at $26K in Q4 2018.
1,289 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.