9258 Wealth Management’s GSK GSK Stock Holding History

9258 Wealth Management’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,784	Closed	-$260K	–	332
2022 Q2	$260K	Buy	4,784 +62	+1%	+$3.42K	0.07%	278
2022 Q1	$257K	Buy	4,722 +11	+0.2%	+$597	0.06%	308
2021 Q4	$260K	Buy	4,711 +11	+0.2%	+$572	0.06%	314
2021 Q3	$224K	Buy	4,700 +11	+0.2%	+$553	0.06%	311
2021 Q2	$233K	Sell	4,689 -459	-9%	-$22.1K	0.06%	303
2021 Q1	$230K	Sell	5,148 -760	-13%	-$34.5K	0.07%	287
2020 Q4	$272K	Sell	5,908 -2,964	-33%	-$136K	0.09%	244
2020 Q3	$371K	Sell	8,872 -1,166	-12%	-$58.4K	0.14%	169
2020 Q2	$512K	Sell	10,038 -282	-3%	-$14.5K	0.21%	133
2020 Q1	$550K	Sell	10,320 -1,859	-15%	-$99.2K	0.24%	118
2019 Q4	$715K	Buy	12,179 +316	+3%	+$17.6K	0.26%	110
2019 Q3	$633K	Sell	11,863 -1,554	-12%	-$79.9K	0.49%	71
2019 Q2	$671K	Sell	13,417 -1,262	-9%	-$63.3K	0.54%	60
2019 Q1	$767K	Buy	14,679 +150	+1%	+$7.5K	0.65%	50
2018 Q4	$694K	Buy	+14,529	New	+$716K	0.67%	47

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

9258 Wealth Management's GSK Position: Q3 2022 in Review

9258 Wealth Management sold out of GSK (GSK) in Q3 2022, closing a stake of 4,784 shares — an estimated $260K sold.

9258 Wealth Management first reported a position in GSK in Q4 2018 and held it in 15 quarters. The position peaked at $767K in Q1 2019. 742 funds tracked by Wall St. Rank hold GSK as of Q3 2022.

9258 Wealth Management reported no remaining GSK position as of Q3 2022 after selling out during the quarter.
9258 Wealth Management sold 4,784 GSK shares in Q3 2022, an estimated $260K.
9258 Wealth Management first reported a position in GSK in Q4 2018 and held it in 15 quarters.
9258 Wealth Management's GSK position peaked at $767K in Q1 2019.
742 funds tracked by Wall St. Rank held GSK as of Q3 2022.

Based on 9258 Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.