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BKM Wealth Management’s Gilead Sciences GILD Stock Holding History

BKM Wealth Management’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
2024
Q2 		– Sell
-2,633
Closed -$193K – 165
2024
Q1 		$193K Buy
2,633
+1,034
+65% +$79.5K 0.08% 161
2023
Q4 		$130K Buy
+1,599
New +$124K 0.06% 184

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BKM Wealth Management's GILD Position: Q2 2024 in Review

BKM Wealth Management sold out of Gilead Sciences (GILD) in Q2 2024, closing a stake of 2,633 shares — an estimated $193K sold.

BKM Wealth Management first reported a position in GILD in Q4 2023 and held it in 2 quarters. The position peaked at $193K in Q1 2024. 1,678 funds tracked by Wall St. Rank hold GILD as of Q2 2024.

  • BKM Wealth Management reported no remaining Gilead Sciences position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,633 Gilead Sciences shares in Q2 2024, an estimated $193K.
  • BKM Wealth Management first reported a position in Gilead Sciences in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's Gilead Sciences position peaked at $193K in Q1 2024.
  • 1,678 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.