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Belpointe Asset Management’s GSK GSK Stock Holding History

Belpointe Asset 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
-6,051
Closed -$219K – 724
2023
Q3 		$219K Sell
6,051
-2,011
-25% -$71.4K 0.02% 573
2023
Q2 		$287K Sell
8,062
-8,809
-52% -$316K 0.03% 463
2023
Q1 		$600K Sell
16,871
-14,426
-46% -$505K 0.03% 489
2022
Q4 		$1.1M Sell
31,297
-927
-3% -$30.9K 0.07% 296
2022
Q3 		$949K Buy
32,224
+13,972
+77% +$530K 0.06% 308
2022
Q2 		$994K Buy
18,252
+1,227
+7% +$67.7K 0.07% 297
2022
Q1 		$928K Buy
17,025
+2,211
+15% +$120K 0.06% 359
2021
Q4 		$817K Sell
14,814
-140
-0.9% -$7.28K 0.05% 378
2021
Q3 		$713K Buy
14,954
+3,622
+32% +$182K 0.05% 403
2021
Q2 		$564K Buy
11,332
+894
+9% +$43K 0.04% 462
2021
Q1 		$466K Buy
10,438
+12
+0.1% +$545 0.04% 460
2020
Q4 		$480K Sell
10,426
-149
-1% -$6.84K 0.04% 416
2020
Q3 		$498K Sell
10,575
-1,119
-10% -$56.1K 0.06% 333
2020
Q2 		$597K Buy
11,694
+52
+0.4% +$2.67K 0.08% 263
2020
Q1 		$552K Sell
11,642
-425
-4% -$22.7K 0.1% 234
2019
Q4 		$708K Buy
12,067
+6,711
+125% +$373K 0.09% 239
2019
Q3 		$286K Sell
5,356
-58
-1% -$2.98K 0.05% 402
2019
Q2 		$271K Sell
5,414
-2,436
-31% -$122K 0.05% 347
2019
Q1 		$410K Buy
7,850
+2,824
+56% +$141K 0.08% 197
2018
Q4 		$240K Buy
5,026
+541
+12% +$26.6K 0.06% 311
2018
Q3 		$225K Buy
+4,485
New +$228K 0.04% 426
2017
Q4 		– Sell
-4,027
Closed -$204K – 476
2017
Q3 		$204K Buy
+4,027
New +$204K 0.05% 392

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Belpointe Asset Management's GSK Position: Q4 2023 in Review

Belpointe Asset Management sold out of GSK (GSK) in Q4 2023, closing a stake of 6,051 shares — an estimated $219K sold.

Belpointe Asset Management first reported a position in GSK in Q3 2017 and held it in 22 quarters. The position peaked at $1.1M in Q4 2022. 895 funds tracked by Wall St. Rank hold GSK as of Q4 2023.

  • Belpointe Asset Management reported no remaining GSK position as of Q4 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 6,051 GSK shares in Q4 2023, an estimated $219K.
  • Belpointe Asset Management first reported a position in GSK in Q3 2017 and held it in 22 quarters.
  • Belpointe Asset Management's GSK position peaked at $1.1M in Q4 2022.
  • 895 funds tracked by Wall St. Rank held GSK as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.