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Clear Perspectives Financial Planning’s GSK GSK Stock Holding History

Clear Perspectives Financial Planning’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
2021
Q3 		– Sell
-182
Closed -$9K – 217
2021
Q2 		$9K Buy
+182
New +$8.74K ﹤0.01% 170

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspectives Financial Planning's GSK Position: Q3 2021 in Review

Clear Perspectives Financial Planning sold out of GSK (GSK) in Q3 2021, closing a stake of 182 shares — an estimated $9K sold.

Clear Perspectives Financial Planning first reported a position in GSK in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 792 funds tracked by Wall St. Rank hold GSK as of Q3 2021.

  • Clear Perspectives Financial Planning reported no remaining GSK position as of Q3 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 182 GSK shares in Q3 2021, an estimated $9K.
  • Clear Perspectives Financial Planning first reported a position in GSK in Q2 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's GSK position peaked at $9K in Q2 2021.
  • 792 funds tracked by Wall St. Rank held GSK as of Q3 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2021, filed 5 Nov 2021.