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Buckingham Strategic Wealth’s GSK GSK Stock Holding History

Buckingham Strategic Wealth’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
2023
Q2 		– Sell
-400
Closed -$80 – 706
2023
Q1 		$80 Hold
400
– – ﹤0.01% 628
2022
Q4 		$80 Buy
+400
New +$13.3K ﹤0.01% 631

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Buckingham Strategic Wealth's GSK Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its GSK (GSK) stake by 3.2% in Q2 2024, selling an estimated $20.1K and leaving 14,243 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #447.

Buckingham Strategic Wealth first reported a position in GSK in Q4 2015 and has held it in 26 quarters since. The position peaked at $732K in Q4 2021. 884 funds tracked by Wall St. Rank hold GSK as of Q2 2024.

  • Buckingham Strategic Wealth held 14,243 shares of GSK worth $548K as of Q2 2024.
  • Buckingham Strategic Wealth sold 478 GSK shares in Q2 2024, an estimated $20.1K.
  • GSK made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #447 holding.
  • Buckingham Strategic Wealth first reported a position in GSK in Q4 2015 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's GSK position peaked at $732K in Q4 2021.
  • 884 funds tracked by Wall St. Rank held GSK as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.