BerganKDV Wealth Management’s GSK GSK Stock Holding History

BerganKDV Wealth 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 Q2	$20K	Sell	560 -220	-28%	-$7.89K	﹤0.01%	485
2023 Q1	$27.8K	Hold	780	–	–	﹤0.01%	469
2022 Q4	$27.4K	Hold	780	–	–	﹤0.01%	454
2022 Q3	$23K	Sell	780 -461	-37%	-$17.5K	﹤0.01%	473
2022 Q2	$68K	Hold	1,241	–	–	0.01%	353
2022 Q1	$68K	Sell	1,241 -80	-6%	-$4.34K	0.01%	359
2021 Q4	$73K	Buy	1,321 +80	+6%	+$4.16K	0.01%	372
2021 Q3	$59K	Hold	1,241	–	–	0.01%	380
2021 Q2	$62K	Hold	1,241	–	–	0.01%	361
2021 Q1	$55K	Hold	1,241	–	–	0.01%	360
2020 Q4	$57K	Buy	1,241 +41	+3%	+$1.88K	0.01%	337
2020 Q3	$56K	Hold	1,200	–	–	0.01%	325
2020 Q2	$61K	Sell	1,200 -41	-3%	-$2.1K	0.01%	331
2020 Q1	$59K	Hold	1,241	–	–	0.01%	310
2019 Q4	$73K	Buy	1,241 +41	+3%	+$2.28K	0.01%	307
2019 Q3	$64K	Sell	1,200 -400	-25%	-$20.6K	0.01%	306
2019 Q2	$80K	Sell	1,600 -240	-13%	-$12K	0.02%	284
2019 Q1	$96K	Hold	1,840	–	–	0.02%	285
2018 Q4	$88K	Hold	1,840	–	–	0.02%	251
2018 Q3	$92K	Sell	1,840 -80	-4%	-$4.07K	0.02%	260
2018 Q2	$97K	Buy	+1,920	New	+$96.7K	0.02%	251

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

BerganKDV Wealth Management's GSK Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its GSK (GSK) stake by 28% in Q2 2023, selling an estimated $7.89K and leaving 560 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

BerganKDV Wealth Management first reported a position in GSK in Q2 2018 and has held it in 21 quarters since. The position peaked at $97K in Q2 2018. 827 funds tracked by Wall St. Rank hold GSK as of Q2 2023.

BerganKDV Wealth Management held 560 shares of GSK worth $20K as of Q2 2023.
BerganKDV Wealth Management sold 220 GSK shares in Q2 2023, an estimated $7.89K.
GSK made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #485 holding.
BerganKDV Wealth Management first reported a position in GSK in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's GSK position peaked at $97K in Q2 2018.
827 funds tracked by Wall St. Rank held GSK as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.