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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wealthstreet Investment Advisors's GS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Goldman Sachs (GS) in Q2 2021, closing a stake of 9,125 shares — an estimated $2.98M sold.

Wealthstreet Investment Advisors first reported a position in GS in Q4 2017 and held it in 14 quarters. The position peaked at $2.98M in Q1 2021. 1,708 funds tracked by Wall St. Rank hold GS as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Goldman Sachs position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 9,125 Goldman Sachs shares in Q2 2021, an estimated $2.98M.
Wealthstreet Investment Advisors first reported a position in Goldman Sachs in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Goldman Sachs position peaked at $2.98M in Q1 2021.
1,708 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.