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Aevitas Wealth Management’s GSK GSK Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-423
Closed -$22K – 187
2019
Q1 		$22K Buy
423
+1
+0.2% +$50 0.02% 250
2018
Q4 		$20K Sell
422
-166
-28% -$8.18K 0.02% 250
2018
Q3 		$30K Buy
588
+3
+0.5% +$152 0.03% 248
2018
Q2 		$29K Buy
585
+4
+0.7% +$201 0.03% 247
2018
Q1 		$28K Buy
581
+101
+21% +$4.7K 0.03% 224
2017
Q4 		$21K Buy
+480
New +$22.2K 0.02% 254

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Aevitas Wealth Management's GSK Position: Q2 2019 in Review

Aevitas Wealth Management sold out of GSK (GSK) in Q2 2019, closing a stake of 423 shares — an estimated $22K sold.

Aevitas Wealth Management first reported a position in GSK in Q4 2017 and held it in 6 quarters. The position peaked at $30K in Q3 2018. 804 funds tracked by Wall St. Rank hold GSK as of Q2 2019.

  • Aevitas Wealth Management reported no remaining GSK position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 423 GSK shares in Q2 2019, an estimated $22K.
  • Aevitas Wealth Management first reported a position in GSK in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's GSK position peaked at $30K in Q3 2018.
  • 804 funds tracked by Wall St. Rank held GSK as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.