WAM
GS icon

Wealthspire Advisors (Maryland)’s Goldman Sachs GS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$518K Sell
2,579
-2,696
-51% -$549K 0.02% 266
2020
Q2 		$1.04M Buy
5,275
+30
+0.6% +$5.63K 0.07% 155
2020
Q1 		$811K Sell
5,245
-407
-7% -$86.4K 0.07% 166
2019
Q4 		$1.3M Buy
5,652
+32
+0.6% +$6.94K 0.09% 137
2019
Q3 		$1.17M Buy
5,620
+1,426
+34% +$298K 0.09% 125
2019
Q2 		$858K Sell
4,194
-1,043
-20% -$206K 0.06% 154
2019
Q1 		$1M Buy
5,237
+1,283
+32% +$248K 0.08% 138
2018
Q4 		$660K Sell
3,954
-1,038
-21% -$209K 0.06% 174
2018
Q3 		$1.12M Sell
4,992
-1
-0% -$233 0.09% 129
2018
Q2 		$1.1M Buy
4,993
+773
+18% +$184K 0.1% 121
2018
Q1 		$1.06M Sell
4,220
-319
-7% -$83.1K 0.1% 122
2017
Q4 		$1.16M Buy
4,539
+704
+18% +$173K 0.11% 120
2017
Q3 		$910K Buy
3,835
+648
+20% +$146K 0.1% 143
2017
Q2 		$707K Buy
3,187
+154
+5% +$34.2K 0.08% 159
2017
Q1 		$697K Sell
3,033
-29
-0.9% -$7K 0.1% 134
2016
Q4 		$733K Sell
3,062
-756
-20% -$154K 0.11% 126
2016
Q3 		$616K Buy
3,818
+181
+5% +$29.4K 0.1% 146
2016
Q2 		$540K Buy
3,637
+379
+12% +$59.1K 0.09% 153
2016
Q1 		$511K Buy
3,258
+732
+29% +$113K 0.09% 151
2015
Q4 		$455K Buy
+2,526
New +$470K 0.08% 169

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Goldman Sachs (GS) stake by 51% in Q3 2020, selling an estimated $549K and leaving 2,579 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #266.

Wealthspire Advisors (Maryland) first reported a position in GS in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.3M in Q4 2019. 1,338 funds tracked by Wall St. Rank hold GS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,579 shares of Goldman Sachs worth $518K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,696 Goldman Sachs shares in Q3 2020, an estimated $549K.
  • Goldman Sachs made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #266 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Goldman Sachs in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Goldman Sachs position peaked at $1.3M in Q4 2019.
  • 1,338 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.