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

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 $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YorkBridge Wealth Partners's GS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Goldman Sachs (GS) in Q3 2019, closing a stake of 701 shares — an estimated $143K sold.

YorkBridge Wealth Partners first reported a position in GS in Q4 2016 and held it in 11 quarters. The position peaked at $227K in Q1 2018. 1,279 funds tracked by Wall St. Rank hold GS as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Goldman Sachs position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 701 Goldman Sachs shares in Q3 2019, an estimated $143K.
YorkBridge Wealth Partners first reported a position in Goldman Sachs in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Goldman Sachs position peaked at $227K in Q1 2018.
1,279 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.