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Curi Wealth Management’s Gilead Sciences GILD Stock Holding History

Curi Wealth Management’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 		– Sell
-3,334
Closed -$286K – 176
2022
Q4 		$286K Hold
3,334
– – 0.04% 152
2022
Q3 		$206K Buy
3,334
+3,080
+1,213% +$194K 0.03% 174
2022
Q2 		$16K Hold
254
– – ﹤0.01% 327
2022
Q1 		$15K Hold
254
– – ﹤0.01% 311
2021
Q4 		$18K Buy
+254
New +$17.5K ﹤0.01% 261
2021
Q1 		– Sell
-28
Closed -$1K – 247
2020
Q4 		$1K Buy
+28
New +$1.69K ﹤0.01% 356

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

Curi Wealth Management's GILD Position: Q1 2023 in Review

Curi Wealth Management sold out of Gilead Sciences (GILD) in Q1 2023, closing a stake of 3,334 shares — an estimated $286K sold.

Curi Wealth Management first reported a position in GILD in Q4 2020 and held it in 6 quarters. The position peaked at $286K in Q4 2022. 1,735 funds tracked by Wall St. Rank hold GILD as of Q1 2023.

  • Curi Wealth Management reported no remaining Gilead Sciences position as of Q1 2023 after selling out during the quarter.
  • Curi Wealth Management sold 3,334 Gilead Sciences shares in Q1 2023, an estimated $286K.
  • Curi Wealth Management first reported a position in Gilead Sciences in Q4 2020 and held it in 6 quarters.
  • Curi Wealth Management's Gilead Sciences position peaked at $286K in Q4 2022.
  • 1,735 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.