BWM
GILD icon

Baystate Wealth Management’s Gilead Sciences GILD Stock Holding History

Baystate Wealth Management’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$72K Buy
888
+310
+54% +$24.1K 0.01% 319
2023
Q3 		$43.4K Buy
578
+155
+37% +$11.9K ﹤0.01% 361
2023
Q2 		$32.6K Buy
423
+64
+18% +$5.1K ﹤0.01% 391
2023
Q1 		$29.8K Sell
359
-12
-3% -$994 ﹤0.01% 405
2022
Q4 		$32K Buy
371
+18
+5% +$1.43K ﹤0.01% 398
2022
Q3 		$22K Buy
353
+4
+1% +$252 ﹤0.01% 415
2022
Q2 		$22K Buy
349
+4
+1% +$248 ﹤0.01% 434
2022
Q1 		$21K Buy
345
+4
+1% +$256 ﹤0.01% 447
2021
Q4 		$25K Buy
341
+4
+1% +$276 ﹤0.01% 434
2021
Q3 		$24K Buy
337
+3
+0.9% +$211 ﹤0.01% 394
2021
Q2 		$23K Buy
334
+4
+1% +$267 ﹤0.01% 375
2021
Q1 		$21K Sell
330
-94
-22% -$6.06K ﹤0.01% 356
2020
Q4 		$25K Sell
424
-106
-20% -$6.4K ﹤0.01% 321
2020
Q3 		$33K Sell
530
-162
-23% -$11.2K ﹤0.01% 265
2020
Q2 		$53K Buy
692
+173
+33% +$13.3K 0.01% 218
2020
Q1 		$39K Sell
519
-115
-18% -$7.95K 0.01% 211
2019
Q4 		$41K Buy
634
+116
+22% +$7.55K 0.01% 249
2019
Q3 		$33K Sell
518
-104
-17% -$6.8K ﹤0.01% 241
2019
Q2 		$42K Sell
622
-274
-31% -$18K 0.01% 236
2019
Q1 		$56K Sell
896
-264
-23% -$17.5K 0.01% 199
2018
Q4 		$80K Buy
1,160
+289
+33% +$20.2K 0.01% 158
2018
Q3 		$65K Sell
871
-27
-3% -$2.04K 0.01% 167
2018
Q2 		$68K Buy
898
+7
+0.8% +$494 0.01% 160
2018
Q1 		$66K Sell
891
-45
-5% -$3.58K 0.01% 166
2017
Q4 		$76K Sell
936
-1
-0.1% -$76 0.01% 161
2017
Q3 		$77K Buy
937
+300
+47% +$22.9K 0.01% 148
2017
Q2 		$45K Buy
637
+264
+71% +$17.6K 0.01% 184
2017
Q1 		$25K Sell
373
-37
-9% -$2.6K ﹤0.01% 245
2016
Q4 		$31K Buy
+410
New +$30.5K 0.01% 187

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baystate Wealth Management's GILD Position: Q4 2023 in Review

Baystate Wealth Management increased its Gilead Sciences (GILD) stake by 54% in Q4 2023, buying an estimated $24.1K and bringing the position to 888 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #319.

Baystate Wealth Management first reported a position in GILD in Q4 2016 and has held it in 29 quarters since. The position peaked at $80K in Q4 2018. 1,775 funds tracked by Wall St. Rank hold GILD as of Q4 2023.

  • Baystate Wealth Management held 888 shares of Gilead Sciences worth $72K as of Q4 2023.
  • Baystate Wealth Management bought 310 Gilead Sciences shares in Q4 2023, an estimated $24.1K.
  • Gilead Sciences made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #319 holding.
  • Baystate Wealth Management first reported a position in Gilead Sciences in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Gilead Sciences position peaked at $80K in Q4 2018.
  • 1,775 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.