BKM Wealth Management’s GSK GSK Stock Holding History

BKM 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
2024 Q1	–	Sell	-856	Closed	-$31.7K	–	338
2023 Q4	$31.7K	Buy	+856	New	+$30.7K	0.01%	311

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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BKM Wealth Management's GSK Position: Q1 2024 in Review

BKM Wealth Management sold out of GSK (GSK) in Q1 2024, closing a stake of 856 shares — an estimated $31.7K sold.

BKM Wealth Management first reported a position in GSK in Q4 2023 and held it in 1 quarter. The position peaked at $31.7K in Q4 2023. 910 funds tracked by Wall St. Rank hold GSK as of Q1 2024.

BKM Wealth Management reported no remaining GSK position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 856 GSK shares in Q1 2024, an estimated $31.7K.
BKM Wealth Management first reported a position in GSK in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's GSK position peaked at $31.7K in Q4 2023.
910 funds tracked by Wall St. Rank held GSK as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.