Accel Wealth Management’s GSK GSK Stock Holding History

Accel 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
2023 Q2	–	Sell	-780	Closed	-$27.8K	–	448
2023 Q1	$27.8K	Hold	780	–	–	0.01%	621
2022 Q4	$27.4K	Hold	780	–	–	0.01%	479
2022 Q3	$24K	Sell	780 -2	-0.3%	-$76	0.01%	508
2022 Q2	$40K	Sell	782 -396	-34%	-$21.9K	0.02%	395
2022 Q1	$65K	Hold	1,178	–	–	0.03%	319
2021 Q4	$65K	Sell	1,178 -105	-8%	-$5.46K	0.03%	334
2021 Q3	$61K	Hold	1,283	–	–	0.04%	294
2021 Q2	$64K	Buy	1,283 +1	+0.1%	+$48	0.04%	296
2021 Q1	$57K	Buy	1,282 +182	+17%	+$8.26K	0.05%	292
2020 Q4	$51K	Buy	+1,100	New	+$50.5K	0.05%	289

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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accel Wealth Management's GSK Position: Q2 2023 in Review

Accel Wealth Management sold out of GSK (GSK) in Q2 2023, closing a stake of 780 shares — an estimated $27.8K sold.

Accel Wealth Management first reported a position in GSK in Q4 2020 and held it in 10 quarters. The position peaked at $65K in Q1 2022. 827 funds tracked by Wall St. Rank hold GSK as of Q2 2023.

Accel Wealth Management reported no remaining GSK position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 780 GSK shares in Q2 2023, an estimated $27.8K.
Accel Wealth Management first reported a position in GSK in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's GSK position peaked at $65K in Q1 2022.
827 funds tracked by Wall St. Rank held GSK as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.