WFA of San Diego’s Goldman Sachs GS Stock Holding History

WFA of San Diego’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	–	Sell	-1,493	Closed	-$361K	–	142
2020 Q2	$361K	Buy	+1,493	New	+$280K	0.08%	189

Other funds holding GS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WFA of San Diego's GS Position: Q3 2020 in Review

WFA of San Diego sold out of Goldman Sachs (GS) in Q3 2020, closing a stake of 1,493 shares — an estimated $361K sold.

WFA of San Diego first reported a position in GS in Q2 2020 and held it in 1 quarter. The position peaked at $361K in Q2 2020. 1,338 funds tracked by Wall St. Rank hold GS as of Q3 2020.

WFA of San Diego reported no remaining Goldman Sachs position as of Q3 2020 after selling out during the quarter.
WFA of San Diego sold 1,493 Goldman Sachs shares in Q3 2020, an estimated $361K.
WFA of San Diego first reported a position in Goldman Sachs in Q2 2020 and held it in 1 quarter.
WFA of San Diego's Goldman Sachs position peaked at $361K in Q2 2020.
1,338 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.