Burt Wealth Advisors’s GSK GSK Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-440	Closed	-$20K	–	201
2020 Q4	$20K	Hold	440	–	–	0.01%	238
2020 Q3	$21K	Hold	440	–	–	0.01%	237
2020 Q2	$22K	Hold	440	–	–	0.01%	223
2020 Q1	$21K	Hold	440	–	–	0.01%	222
2019 Q4	$26K	Hold	440	–	–	0.01%	218
2019 Q3	$23K	Hold	440	–	–	0.01%	222
2019 Q2	$22K	Hold	440	–	–	0.01%	227
2019 Q1	$23K	Hold	440	–	–	0.01%	229
2018 Q4	$21K	Hold	440	–	–	0.01%	231
2018 Q3	$22K	Hold	440	–	–	0.01%	244
2018 Q2	$22K	Sell	440 -1,059	-71%	-$53.3K	0.01%	241
2018 Q1	$73K	Hold	1,499	–	–	0.04%	151
2017 Q4	$66K	Buy	1,499 +440	+42%	+$20.3K	0.04%	158
2017 Q3	$54K	Sell	1,059 -280	-21%	-$14.2K	0.04%	168
2017 Q2	$72K	Buy	+1,339	New	+$71.4K	0.05%	152
2016 Q2	–	Sell	-780	Closed	-$40K	–	476
2016 Q1	$40K	Buy	+780	New	+$38.8K	0.04%	186

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Burt Wealth Advisors's GSK Position: Q1 2021 in Review

Burt Wealth Advisors sold out of GSK (GSK) in Q1 2021, closing a stake of 440 shares — an estimated $20K sold.

Burt Wealth Advisors first reported a position in GSK in Q1 2016 and held it in 16 quarters. The position peaked at $73K in Q1 2018. 774 funds tracked by Wall St. Rank hold GSK as of Q1 2021.

Burt Wealth Advisors reported no remaining GSK position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 440 GSK shares in Q1 2021, an estimated $20K.
Burt Wealth Advisors first reported a position in GSK in Q1 2016 and held it in 16 quarters.
Burt Wealth Advisors's GSK position peaked at $73K in Q1 2018.
774 funds tracked by Wall St. Rank held GSK as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.