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Compass Financial Advisors’s Gilead Sciences GILD Stock Holding History

Compass Financial Advisors’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
Q2 		– Sell
-4,633
Closed -$384K – 32
2023
Q1 		$384K Buy
4,633
+1,372
+42% +$114K 0.49% 70
2022
Q4 		$280K Sell
3,261
-240
-7% -$19K 0.38% 92
2022
Q3 		$216K Hold
3,501
– – 0.32% 104
2022
Q2 		$216K Sell
3,501
-381
-10% -$23.6K 0.29% 113
2022
Q1 		$231K Buy
3,882
+403
+12% +$25.8K 0.26% 122
2021
Q4 		$253K Buy
+3,479
New +$240K 0.28% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Compass Financial Advisors's GILD Position: Q2 2023 in Review

Compass Financial Advisors sold out of Gilead Sciences (GILD) in Q2 2023, closing a stake of 4,633 shares — an estimated $384K sold.

Compass Financial Advisors first reported a position in GILD in Q4 2021 and held it in 6 quarters. The position peaked at $384K in Q1 2023. 1,701 funds tracked by Wall St. Rank hold GILD as of Q2 2023.

  • Compass Financial Advisors reported no remaining Gilead Sciences position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 4,633 Gilead Sciences shares in Q2 2023, an estimated $384K.
  • Compass Financial Advisors first reported a position in Gilead Sciences in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's Gilead Sciences position peaked at $384K in Q1 2023.
  • 1,701 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.