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YorkBridge Wealth Partners’s Goldman Sachs GS Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-701
Closed -$143K – 364
2019
Q2 		$143K Sell
701
-44
-6% -$8.71K 0.06% 232
2019
Q1 		$143K Sell
745
-107
-13% -$20.6K 0.07% 217
2018
Q4 		$142K Sell
852
-26
-3% -$5.25K 0.08% 190
2018
Q3 		$198K Sell
878
-30
-3% -$6.98K 0.09% 169
2018
Q2 		$200K Buy
908
+34
+4% +$8.11K 0.09% 172
2018
Q1 		$227K Buy
874
+55
+7% +$14.3K 0.1% 165
2017
Q4 		$204K Buy
819
+27
+3% +$6.62K 0.1% 173
2017
Q3 		$188K Hold
792
– – 0.1% 181
2017
Q2 		$180K Buy
792
+152
+24% +$33.8K 0.1% 183
2017
Q1 		$144K Buy
640
+2
+0.3% +$483 0.08% 196
2016
Q4 		$135K Buy
+638
New +$130K 0.08% 198

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return