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Consolidated Planning Corp’s GSK GSK Stock Holding History

Consolidated Planning Corp’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
2024
Q1 		– Sell
-7,134
Closed -$264K – 188
2023
Q4 		$264K Sell
7,134
-9,096
-56% -$327K 0.05% 137
2023
Q3 		$588K Sell
16,230
-1,241
-7% -$44K 0.13% 101
2023
Q2 		$623K Buy
+17,471
New +$627K 0.13% 109
2021
Q4 		– Sell
-2
Closed – – 219
2021
Q3 		$0 Buy
+2
New +$100 ﹤0.01% 466

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
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 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

Consolidated Planning Corp's GSK Position: Q1 2024 in Review

Consolidated Planning Corp sold out of GSK (GSK) in Q1 2024, closing a stake of 7,134 shares — an estimated $264K sold.

Consolidated Planning Corp first reported a position in GSK in Q3 2021 and held it in 4 quarters. The position peaked at $623K in Q2 2023. 910 funds tracked by Wall St. Rank hold GSK as of Q1 2024.

  • Consolidated Planning Corp reported no remaining GSK position as of Q1 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 7,134 GSK shares in Q1 2024, an estimated $264K.
  • Consolidated Planning Corp first reported a position in GSK in Q3 2021 and held it in 4 quarters.
  • Consolidated Planning Corp's GSK position peaked at $623K in Q2 2023.
  • 910 funds tracked by Wall St. Rank held GSK as of Q1 2024.

Based on Consolidated Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.