BDO Wealth Advisors’s GSK GSK Stock Holding History

BDO 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
2023 Q2	$69.3K	Buy	1,945 +396	+26%	+$14.2K	0.01%	382
2023 Q1	$55.1K	Hold	1,549	–	–	0.01%	408
2022 Q4	$54.4K	Sell	1,549 -284	-15%	-$9.46K	0.01%	401
2022 Q3	$54K	Sell	1,833 -1	-0.1%	-$38	0.01%	397
2022 Q2	$100K	Hold	1,834	–	–	0.01%	327
2022 Q1	$100K	Sell	1,834 -320	-15%	-$17.4K	0.01%	336
2021 Q4	$119K	Hold	2,154	–	–	0.01%	334
2021 Q3	$103K	Sell	2,154 -37	-2%	-$1.86K	0.01%	350
2021 Q2	$109K	Buy	2,191 +320	+17%	+$15.4K	0.01%	359
2021 Q1	$83K	Buy	1,871 +1,595	+578%	+$72.4K	0.01%	381
2020 Q4	$13K	Buy	276 +1	+0.4%	+$46	﹤0.01%	520
2020 Q3	$13K	Buy	275 +56	+26%	+$2.81K	﹤0.01%	468
2020 Q2	$11K	Hold	219	–	–	﹤0.01%	488
2020 Q1	$10K	Sell	219 -84	-28%	-$4.48K	﹤0.01%	541
2019 Q4	$18K	Hold	303	–	–	﹤0.01%	395
2019 Q3	$16K	Buy	303 +84	+38%	+$4.32K	﹤0.01%	417
2019 Q2	$11K	Hold	219	–	–	﹤0.01%	437
2019 Q1	$11K	Hold	219	–	–	﹤0.01%	420
2018 Q4	$10K	Hold	219	–	–	﹤0.01%	407
2018 Q3	$11K	Hold	219	–	–	﹤0.01%	449
2018 Q2	$11K	Buy	219 +200	+1,053%	+$10.1K	﹤0.01%	449
2018 Q1	$1K	Buy	+19	New	+$885	﹤0.01%	546
2017 Q3	–	Sell	-19	Closed	-$1K	–	482
2017 Q2	$1K	Buy	+19	New	+$1.01K	﹤0.01%	540

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

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

JEST

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

BDO Wealth Advisors's GSK Position: Q2 2023 in Review

BDO Wealth Advisors increased its GSK (GSK) stake by 26% in Q2 2023, buying an estimated $14.2K and bringing the position to 1,945 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #382.

BDO Wealth Advisors first reported a position in GSK in Q2 2017 and has held it in 23 quarters since. The position peaked at $119K in Q4 2021. 827 funds tracked by Wall St. Rank hold GSK as of Q2 2023.

BDO Wealth Advisors held 1,945 shares of GSK worth $69.3K as of Q2 2023.
BDO Wealth Advisors bought 396 GSK shares in Q2 2023, an estimated $14.2K.
GSK made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #382 holding.
BDO Wealth Advisors first reported a position in GSK in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's GSK position peaked at $119K in Q4 2021.
827 funds tracked by Wall St. Rank held GSK as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.