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Clarus Wealth Advisors’s GSK GSK Stock Holding History

Clarus 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
2019
Q3 		– Sell
-506
Closed -$25K – 306
2019
Q2 		$25K Buy
506
+7
+1% +$351 0.02% 337
2019
Q1 		$26K Buy
499
+6
+1% +$300 0.02% 383
2018
Q4 		$24K Buy
493
+401
+436% +$19.7K 0.04% 374
2018
Q3 		$5K Buy
92
+2
+2% +$102 ﹤0.01% 607
2018
Q2 		$4K Buy
+90
New +$4.53K ﹤0.01% 646

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Clarus Wealth Advisors's GSK Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of GSK (GSK) in Q3 2019, closing a stake of 506 shares — an estimated $25K sold.

Clarus Wealth Advisors first reported a position in GSK in Q2 2018 and held it in 5 quarters. The position peaked at $26K in Q1 2019. 805 funds tracked by Wall St. Rank hold GSK as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining GSK position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 506 GSK shares in Q3 2019, an estimated $25K.
  • Clarus Wealth Advisors first reported a position in GSK in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's GSK position peaked at $26K in Q1 2019.
  • 805 funds tracked by Wall St. Rank held GSK as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.