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Confluence Wealth Services’s GSK GSK Stock Holding History

Confluence Wealth Services’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
2022
Q2 		– Sell
-4,759
Closed -$259K – 274
2022
Q1 		$259K Buy
+4,759
New +$258K 0.09% 206

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Confluence Wealth Services's GSK Position: Q2 2022 in Review

Confluence Wealth Services sold out of GSK (GSK) in Q2 2022, closing a stake of 4,759 shares — an estimated $259K sold.

Confluence Wealth Services first reported a position in GSK in Q1 2022 and held it in 1 quarter. The position peaked at $259K in Q1 2022. 900 funds tracked by Wall St. Rank hold GSK as of Q2 2022.

  • Confluence Wealth Services reported no remaining GSK position as of Q2 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 4,759 GSK shares in Q2 2022, an estimated $259K.
  • Confluence Wealth Services first reported a position in GSK in Q1 2022 and held it in 1 quarter.
  • Confluence Wealth Services's GSK position peaked at $259K in Q1 2022.
  • 900 funds tracked by Wall St. Rank held GSK as of Q2 2022.

Based on Confluence Wealth Services's 13F filing for Q2 2022, filed 15 Aug 2022.