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Beacon Pointe Wealth Advisors’s GSK GSK Stock Holding History

Beacon Pointe 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
2019
Q4 		$385K Buy
+6,570
New +$365K 0.07% 186
2019
Q3 		– Sell
-7,170
Closed -$357K – 273
2019
Q2 		$357K Buy
7,170
+160
+2% +$8.03K 0.08% 193
2019
Q1 		$366K Sell
7,010
-95
-1% -$4.75K 0.08% 185
2018
Q4 		$341K Buy
+7,105
New +$350K 0.12% 153

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Beacon Pointe Wealth Advisors's GSK Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in GSK (GSK) in Q4 2019: 6,570 shares worth $385K. The stake represents 0.07% of the portfolio and ranks #186 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in GSK as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in GSK in Q4 2018 and has held it in 4 quarters since. 894 funds tracked by Wall St. Rank hold GSK as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 6,570 shares of GSK worth $385K as of Q4 2019.
  • GSK was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • GSK made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #186 holding.
  • Beacon Pointe Wealth Advisors first reported a position in GSK in Q4 2018 and has held it in 4 quarters since.
  • 894 funds tracked by Wall St. Rank held GSK as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.