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Castle Wealth Management’s Gilead Sciences GILD Stock Holding History

Castle 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
2022
Q4 		– Sell
-136
Closed -$8K – 308
2022
Q3 		$8K Hold
136
– – ﹤0.01% 445
2022
Q2 		$8K Buy
+136
New +$8.42K ﹤0.01% 433

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castle Wealth Management's GILD Position: Q4 2022 in Review

Castle Wealth Management sold out of Gilead Sciences (GILD) in Q4 2022, closing a stake of 136 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in GILD in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 1,767 funds tracked by Wall St. Rank hold GILD as of Q4 2022.

  • Castle Wealth Management reported no remaining Gilead Sciences position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 136 Gilead Sciences shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in Gilead Sciences in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Gilead Sciences position peaked at $8K in Q3 2022.
  • 1,767 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.