Avondale Wealth Management’s GSK GSK Stock Holding History

Avondale 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 Q4	–	Sell	-198	Closed	-$7.18K	–	123
2023 Q3	$7.18K	Hold	198	–	–	0.01%	117
2023 Q2	$7.06K	Hold	198	–	–	0.01%	114
2023 Q1	$7.04K	Hold	198	–	–	0.01%	119
2022 Q4	$6.96K	Hold	198	–	–	0.01%	109
2022 Q3	$6K	Hold	198	–	–	0.01%	108
2022 Q2	$11K	Hold	198	–	–	0.01%	97
2022 Q1	$11K	Hold	198	–	–	0.01%	97
2021 Q4	$11K	Hold	198	–	–	0.01%	96
2021 Q3	$9K	Hold	198	–	–	0.01%	100
2021 Q2	$10K	Buy	+198	New	+$9.51K	0.01%	99

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

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

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

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

JEST

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avondale Wealth Management's GSK Position: Q4 2023 in Review

Avondale Wealth Management sold out of GSK (GSK) in Q4 2023, closing a stake of 198 shares — an estimated $7.18K sold.

Avondale Wealth Management first reported a position in GSK in Q2 2021 and held it in 10 quarters. The position peaked at $11K in Q2 2022. 895 funds tracked by Wall St. Rank hold GSK as of Q4 2023.

Avondale Wealth Management reported no remaining GSK position as of Q4 2023 after selling out during the quarter.
Avondale Wealth Management sold 198 GSK shares in Q4 2023, an estimated $7.18K.
Avondale Wealth Management first reported a position in GSK in Q2 2021 and held it in 10 quarters.
Avondale Wealth Management's GSK position peaked at $11K in Q2 2022.
895 funds tracked by Wall St. Rank held GSK as of Q4 2023.

Based on Avondale Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.