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Arete Wealth Advisors’s GSK GSK Stock Holding History

Arete Wealth Advisors’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
2024
Q3 		– Sell
-7,022
Closed -$270K – 751
2024
Q2 		$270K Buy
+7,022
New +$295K 0.02% 560
2024
Q1 		– Sell
-6,842
Closed -$254K – 509
2023
Q4 		$254K Sell
6,842
-2,388
-26% -$85.7K 0.02% 595
2023
Q3 		$335K Buy
9,230
+740
+9% +$26.3K 0.06% 320
2023
Q2 		$303K Sell
8,490
-1,567
-16% -$56.2K 0.03% 496
2023
Q1 		$358K Buy
10,057
+732
+8% +$25.6K 0.03% 421
2022
Q4 		$328K Sell
9,325
-846
-8% -$28.2K 0.03% 434
2022
Q3 		$299K Buy
+10,171
New +$385K 0.03% 403
2022
Q1 		– Sell
-7,986
Closed -$438K – 527
2021
Q4 		$438K Buy
+7,986
New +$415K 0.04% 311
2021
Q3 		– Sell
-4,445
Closed -$215K – 429
2021
Q2 		$215K Sell
4,445
-85
-2% -$4.08K 0.03% 323
2021
Q1 		$203K Sell
4,530
-793
-15% -$36K 0.03% 396
2020
Q4 		$247K Buy
5,323
+421
+9% +$19.3K 0.04% 344
2020
Q3 		$229K Sell
4,902
-59
-1% -$2.96K 0.03% 332
2020
Q2 		$253K Buy
4,961
+258
+5% +$13.2K 0.04% 315
2020
Q1 		$222K Sell
4,703
-355
-7% -$18.9K 0.04% 288
2019
Q4 		$297K Sell
5,058
-782
-13% -$43.5K 0.05% 300
2019
Q3 		$311K Buy
+5,840
New +$300K 0.06% 286
2017
Q4 		– Sell
-14,221
Closed -$722K – 322
2017
Q3 		$722K Buy
14,221
+979
+7% +$49.7K 0.29% 110
2017
Q2 		$714K Buy
13,242
+3,780
+40% +$202K 0.33% 86
2017
Q1 		$499K Buy
9,462
+974
+11% +$49.4K 0.22% 107
2016
Q4 		$409K Buy
+8,488
New +$419K 0.19% 108

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arete Wealth Advisors's GSK Position: Q3 2024 in Review

Arete Wealth Advisors sold out of GSK (GSK) in Q3 2024, closing a stake of 7,022 shares — an estimated $270K sold.

Arete Wealth Advisors first reported a position in GSK in Q4 2016 and held it in 20 quarters. The position peaked at $722K in Q3 2017. 900 funds tracked by Wall St. Rank hold GSK as of Q3 2024.

  • Arete Wealth Advisors reported no remaining GSK position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,022 GSK shares in Q3 2024, an estimated $270K.
  • Arete Wealth Advisors first reported a position in GSK in Q4 2016 and held it in 20 quarters.
  • Arete Wealth Advisors's GSK position peaked at $722K in Q3 2017.
  • 900 funds tracked by Wall St. Rank held GSK as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.