BigSur Wealth Management’s GSK GSK Stock Holding History

BigSur 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
2022 Q3	–	Sell	-3,728	Closed	-$204K	–	128
2022 Q2	$204K	Hold	3,728	–	–	0.1%	117
2022 Q1	$206K	Hold	3,728	–	–	0.08%	123
2021 Q4	$208K	Buy	+3,728	New	+$194K	0.08%	126
2021 Q2	–	Sell	-4,528	Closed	-$204K	–	129
2021 Q1	$204K	Buy	+4,528	New	+$206K	0.1%	112
2020 Q1	–	Sell	-3,728	Closed	-$221K	–	116
2019 Q4	$221K	Hold	3,728	–	–	0.12%	100
2019 Q3	$201K	Buy	+3,728	New	+$192K	0.14%	99
2019 Q2	–	Sell	-4,128	Closed	-$219K	–	107
2019 Q1	$219K	Hold	4,128	–	–	0.14%	94
2018 Q4	$205K	Hold	4,128	–	–	0.15%	93
2018 Q3	$215K	Buy	+4,128	New	+$210K	0.13%	98
2018 Q2	–	Sell	-4,128	Closed	-$205K	–	104
2018 Q1	$205K	Sell	4,128 -356	-8%	-$16.6K	0.15%	106
2017 Q4	$205K	Sell	4,484 -5,774	-56%	-$267K	0.2%	91
2017 Q3	$527K	Sell	10,258 -625	-6%	-$31.7K	0.53%	48
2017 Q2	$548K	Hold	10,883	–	–	0.56%	48
2017 Q1	$570K	Hold	10,883	–	–	0.62%	40
2016 Q4	$531K	Buy	+10,883	New	+$538K	0.71%	36

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BigSur Wealth Management's GSK Position: Q3 2022 in Review

BigSur Wealth Management sold out of GSK (GSK) in Q3 2022, closing a stake of 3,728 shares — an estimated $204K sold.

BigSur Wealth Management first reported a position in GSK in Q4 2016 and held it in 15 quarters. The position peaked at $570K in Q1 2017. 742 funds tracked by Wall St. Rank hold GSK as of Q3 2022.

BigSur Wealth Management reported no remaining GSK position as of Q3 2022 after selling out during the quarter.
BigSur Wealth Management sold 3,728 GSK shares in Q3 2022, an estimated $204K.
BigSur Wealth Management first reported a position in GSK in Q4 2016 and held it in 15 quarters.
BigSur Wealth Management's GSK position peaked at $570K in Q1 2017.
742 funds tracked by Wall St. Rank held GSK as of Q3 2022.

Based on BigSur Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.