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Clear Perspectives Financial Planning’s Gilead Sciences GILD Stock Holding History

Clear Perspectives Financial Planning’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 		$8.3K Hold
100
– – ﹤0.01% 147
2022
Q4 		$8.59K Hold
100
– – ﹤0.01% 157
2022
Q3 		$6K Hold
100
– – ﹤0.01% 166
2022
Q2 		$6K Hold
100
– – ﹤0.01% 176
2022
Q1 		$6K Hold
100
– – ﹤0.01% 180
2021
Q4 		$7K Buy
+100
New +$6.89K ﹤0.01% 187

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

Clear Perspectives Financial Planning's GILD Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Gilead Sciences (GILD) position steady in Q1 2023 at 100 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Clear Perspectives Financial Planning first reported a position in GILD in Q4 2021 and has held it in 6 quarters since. The position peaked at $8.59K in Q4 2022. 1,735 funds tracked by Wall St. Rank hold GILD as of Q1 2023.

  • Clear Perspectives Financial Planning held 100 shares of Gilead Sciences worth $8.3K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Gilead Sciences share count unchanged in Q1 2023.
  • Gilead Sciences made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #147 holding.
  • Clear Perspectives Financial Planning first reported a position in Gilead Sciences in Q4 2021 and has held it in 6 quarters since.
  • Clear Perspectives Financial Planning's Gilead Sciences position peaked at $8.59K in Q4 2022.
  • 1,735 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.