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Castle Wealth Management’s GSK GSK Stock Holding History

Castle 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
Q4 		– Sell
-517
Closed -$15K – 321
2022
Q3 		$15K Buy
517
+2
+0.4% +$76 0.01% 367
2022
Q2 		$28K Buy
+515
New +$28.4K 0.02% 281

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Castle Wealth Management sold out of GSK (GSK) in Q4 2022, closing a stake of 517 shares — an estimated $15K sold.

Castle Wealth Management first reported a position in GSK in Q2 2022 and held it in 2 quarters. The position peaked at $28K in Q2 2022. 813 funds tracked by Wall St. Rank hold GSK as of Q4 2022.

  • Castle Wealth Management reported no remaining GSK position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 517 GSK shares in Q4 2022, an estimated $15K.
  • Castle Wealth Management first reported a position in GSK in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's GSK position peaked at $28K in Q2 2022.
  • 813 funds tracked by Wall St. Rank held GSK as of Q4 2022.

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