Circle Wealth Management’s Gilead Sciences GILD Stock Holding History

Circle 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
2023 Q1	–	Sell	-2,368	Closed	-$203K	–	166
2022 Q4	$203K	Buy	+2,368	New	+$188K	0.03%	157
2021 Q1	–	Sell	-10,084	Closed	-$587K	–	180
2020 Q4	$587K	Sell	10,084 -67	-0.7%	-$4.04K	0.08%	134
2020 Q3	$641K	Sell	10,151 -1,792	-15%	-$124K	0.11%	96
2020 Q2	$919K	Sell	11,943 -2,083	-15%	-$160K	0.16%	66
2020 Q1	$1.05M	Buy	14,026 +458	+3%	+$31.6K	0.2%	60
2019 Q4	$882K	Sell	13,568 -1,351	-9%	-$88K	0.15%	75
2019 Q3	$946K	Sell	14,919 -2,993	-17%	-$196K	0.2%	63
2019 Q2	$1.21M	Buy	17,912 +976	+6%	+$64.2K	0.26%	55
2019 Q1	$1.1M	Buy	+16,936	New	+$1.13M	0.25%	65

Other funds holding GILD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Circle Wealth Management's GILD Position: Q1 2023 in Review

Circle Wealth Management sold out of Gilead Sciences (GILD) in Q1 2023, closing a stake of 2,368 shares — an estimated $203K sold.

Circle Wealth Management first reported a position in GILD in Q1 2019 and held it in 9 quarters. The position peaked at $1.21M in Q2 2019. 1,735 funds tracked by Wall St. Rank hold GILD as of Q1 2023.

Circle Wealth Management reported no remaining Gilead Sciences position as of Q1 2023 after selling out during the quarter.
Circle Wealth Management sold 2,368 Gilead Sciences shares in Q1 2023, an estimated $203K.
Circle Wealth Management first reported a position in Gilead Sciences in Q1 2019 and held it in 9 quarters.
Circle Wealth Management's Gilead Sciences position peaked at $1.21M in Q2 2019.
1,735 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2023.

Based on Circle Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.