Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WIA
Wealthstreet Investment Advisors’s
Goldman Sachs
GS
Stock Holding History
Wealthstreet Investment Advisors’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
2021
Q2
–
Sell
-9,125
Closed
-$2.98M
–
185
2021
Q1
$2.98M
Hold
9,125
–
–
0.29%
81
2020
Q4
$2.41M
Sell
9,125
-150
-2%
-$33.4K
0.24%
93
2020
Q3
$1.86M
Hold
9,275
–
–
0.21%
106
2020
Q2
$1.83M
Hold
9,275
–
–
0.22%
99
2020
Q1
$1.43M
Hold
9,275
–
–
0.21%
103
2019
Q4
$2.13M
Hold
9,275
–
–
0.25%
95
2019
Q3
$2.02M
Sell
9,275
-500
-5%
-$105K
0.26%
90
2019
Q2
$2M
Sell
9,775
-250
-2%
-$49.5K
0.26%
95
2019
Q1
$1.93M
Buy
10,025
+300
+3%
+$57.9K
0.25%
97
2018
Q4
$1.94M
Buy
9,725
+95
+1%
+$19.2K
0.27%
90
2018
Q3
$2.16M
Hold
9,630
–
–
0.27%
87
2018
Q2
$2.12M
Sell
9,630
-175
-2%
-$41.7K
0.28%
89
2018
Q1
$2.47M
Buy
9,805
+75
+0.8%
+$19.5K
0.31%
81
2017
Q4
$2.48M
Buy
+9,730
New
+$2.39M
0.3%
85
Other funds holding GS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Eagle Capital Management (New York)
New York
$29.8B AUM
12.13%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close