Altium Wealth Management’s GSK GSK Stock Holding History

Altium 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 Q2	$1.46M	Buy	26,740 +2,516	+10%	+$139K	0.1%	121
2022 Q1	$1.32M	Buy	24,224 +3,227	+15%	+$175K	0.09%	130
2021 Q4	$1.16M	Buy	20,997 +4,014	+24%	+$209K	0.07%	137
2021 Q3	$811K	Buy	16,983 +2,836	+20%	+$142K	0.06%	158
2021 Q2	$704K	Buy	14,147 +3,253	+30%	+$156K	0.05%	168
2021 Q1	$486K	Buy	10,894 +2,099	+24%	+$95.3K	0.04%	226
2020 Q4	$405K	Sell	8,795 -877	-9%	-$40.3K	0.04%	238
2020 Q3	$455K	Buy	9,672 +656	+7%	+$32.9K	0.05%	189
2020 Q2	$460K	Sell	9,016 -3,266	-27%	-$168K	0.05%	178
2020 Q1	$582K	Buy	+12,282	New	+$655K	0.08%	123
2018 Q3	–	Sell	-5,294	Closed	-$267K	–	310
2018 Q2	$267K	Buy	+5,294	New	+$267K	0.07%	201

Other funds holding GSK

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

JEST

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

Altium Wealth Management's GSK Position: Q2 2022 in Review

Altium Wealth Management increased its GSK (GSK) stake by 10% in Q2 2022, buying an estimated $139K and bringing the position to 26,740 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #121.

Altium Wealth Management first reported a position in GSK in Q2 2018 and has held it in 11 quarters since. 900 funds tracked by Wall St. Rank hold GSK as of Q2 2022.

Altium Wealth Management held 26,740 shares of GSK worth $1.46M as of Q2 2022.
Altium Wealth Management bought 2,516 GSK shares in Q2 2022, an estimated $139K.
GSK made up 0.1% of Altium Wealth Management's portfolio in Q2 2022, its #121 holding.
Altium Wealth Management first reported a position in GSK in Q2 2018 and has held it in 11 quarters since.
900 funds tracked by Wall St. Rank held GSK as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.