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Balboa Wealth Partners’s GSK GSK Stock Holding History

Balboa Wealth Partners’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
Q3 		– Sell
-6,457
Closed -$230K – 294
2023
Q2 		$230K Sell
6,457
-410
-6% -$14.7K 0.08% 206
2023
Q1 		$244K Sell
6,867
-1,871
-21% -$65.5K 0.09% 189
2022
Q4 		$307K Buy
8,738
+37
+0.4% +$1.23K 0.14% 149
2022
Q3 		$256K Buy
+8,701
New +$330K 0.11% 160

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balboa Wealth Partners's GSK Position: Q3 2023 in Review

Balboa Wealth Partners sold out of GSK (GSK) in Q3 2023, closing a stake of 6,457 shares — an estimated $230K sold.

Balboa Wealth Partners first reported a position in GSK in Q3 2022 and held it in 4 quarters. The position peaked at $307K in Q4 2022. 846 funds tracked by Wall St. Rank hold GSK as of Q3 2023.

  • Balboa Wealth Partners reported no remaining GSK position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 6,457 GSK shares in Q3 2023, an estimated $230K.
  • Balboa Wealth Partners first reported a position in GSK in Q3 2022 and held it in 4 quarters.
  • Balboa Wealth Partners's GSK position peaked at $307K in Q4 2022.
  • 846 funds tracked by Wall St. Rank held GSK as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.