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Bernardo Wealth Planning’s Gilead Sciences GILD Stock Holding History

Bernardo Wealth Planning’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
2019
Q2 		– Sell
-3,777
Closed -$246K – 153
2019
Q1 		$246K Sell
3,777
-951
-20% -$63.2K 0.19% 117
2018
Q4 		$296K Buy
+4,728
New +$330K 0.26% 101

Other funds holding GILD

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bernardo Wealth Planning's GILD Position: Q2 2019 in Review

Bernardo Wealth Planning sold out of Gilead Sciences (GILD) in Q2 2019, closing a stake of 3,777 shares — an estimated $246K sold.

Bernardo Wealth Planning first reported a position in GILD in Q4 2018 and held it in 2 quarters. The position peaked at $296K in Q4 2018. 1,483 funds tracked by Wall St. Rank hold GILD as of Q2 2019.

  • Bernardo Wealth Planning reported no remaining Gilead Sciences position as of Q2 2019 after selling out during the quarter.
  • Bernardo Wealth Planning sold 3,777 Gilead Sciences shares in Q2 2019, an estimated $246K.
  • Bernardo Wealth Planning first reported a position in Gilead Sciences in Q4 2018 and held it in 2 quarters.
  • Bernardo Wealth Planning's Gilead Sciences position peaked at $296K in Q4 2018.
  • 1,483 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2019.

Based on Bernardo Wealth Planning's 13F filing for Q2 2019, filed 13 Aug 2019.