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Atlantic Edge Private Wealth Management’s GSK GSK Stock Holding History

Atlantic Edge Private 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
2024
Q3 		– Sell
-200
Closed -$7.7K – 503
2024
Q2 		$7.7K Hold
200
– – ﹤0.01% 340
2024
Q1 		$8.57K Hold
200
– – ﹤0.01% 333
2023
Q4 		$7.41K Buy
+200
New +$7.18K ﹤0.01% 327

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
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Atlantic Edge Private Wealth Management's GSK Position: Q3 2024 in Review

Atlantic Edge Private Wealth Management sold out of GSK (GSK) in Q3 2024, closing a stake of 200 shares — an estimated $7.7K sold.

Atlantic Edge Private Wealth Management first reported a position in GSK in Q4 2023 and held it in 3 quarters. The position peaked at $8.57K in Q1 2024. 899 funds tracked by Wall St. Rank hold GSK as of Q3 2024.

  • Atlantic Edge Private Wealth Management reported no remaining GSK position as of Q3 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 200 GSK shares in Q3 2024, an estimated $7.7K.
  • Atlantic Edge Private Wealth Management first reported a position in GSK in Q4 2023 and held it in 3 quarters.
  • Atlantic Edge Private Wealth Management's GSK position peaked at $8.57K in Q1 2024.
  • 899 funds tracked by Wall St. Rank held GSK as of Q3 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.