Blue Bell Private Wealth Management’s GSK GSK Stock Holding History

Blue Bell Private 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	-2,418	Closed	-$132K	–	780
2022 Q2	$132K	Hold	2,418	–	–	0.04%	135
2022 Q1	$132K	Buy	2,418 +2,312	+2,181%	+$126K	0.04%	141
2021 Q4	$6K	Buy	+106	New	+$5.51K	﹤0.01%	494
2016 Q4	–	Sell	-8,052	Closed	-$435K	–	326
2016 Q3	$435K	Buy	8,052 +80	+1%	+$4.39K	0.25%	56
2016 Q2	$432K	Sell	7,972 -800	-9%	-$42.1K	0.28%	56
2016 Q1	$445K	Buy	8,772 +800	+10%	+$39.8K	0.3%	61
2015 Q4	$402K	Sell	7,972 -362	-4%	-$18.5K	0.27%	63
2015 Q3	$401K	Hold	8,334	–	–	0.28%	61
2015 Q2	$434K	Sell	8,334 -1,600	-16%	-$90.1K	0.26%	59
2015 Q1	$573K	Sell	9,934 -160	-2%	-$9.17K	0.34%	48
2014 Q4	$539K	Hold	10,094	–	–	0.31%	55
2014 Q3	$580K	Buy	10,094 +9,612	+1,994%	+$589K	0.35%	48
2014 Q2	$32K	Hold	482	–	–	0.02%	271
2014 Q1	$32K	Hold	482	–	–	0.02%	241
2013 Q4	$32K	Buy	+482	New	+$31.3K	0.02%	248

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

Blue Bell Private Wealth Management's GSK Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of GSK (GSK) in Q3 2022, closing a stake of 2,418 shares — an estimated $132K sold.

Blue Bell Private Wealth Management first reported a position in GSK in Q4 2013 and held it in 15 quarters. The position peaked at $580K in Q3 2014. 742 funds tracked by Wall St. Rank hold GSK as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining GSK position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 2,418 GSK shares in Q3 2022, an estimated $132K.
Blue Bell Private Wealth Management first reported a position in GSK in Q4 2013 and held it in 15 quarters.
Blue Bell Private Wealth Management's GSK position peaked at $580K in Q3 2014.
742 funds tracked by Wall St. Rank held GSK as of Q3 2022.

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