CPWM
GSK icon

Cypress Point Wealth Management’s GSK GSK Stock Holding History

Cypress Point Wealth Management’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
-300
Closed -$15K – 180
2021
Q2 		$15K Buy
+300
New +$14.4K 0.01% 119
2021
Q1 		– Sell
-200
Closed -$9K – 142
2020
Q4 		$9K Buy
+200
New +$9.19K 0.01% 160

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

Cypress Point Wealth Management's GSK Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of GSK (GSK) in Q3 2021, closing a stake of 300 shares — an estimated $15K sold.

Cypress Point Wealth Management first reported a position in GSK in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 792 funds tracked by Wall St. Rank hold GSK as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining GSK position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 300 GSK shares in Q3 2021, an estimated $15K.
  • Cypress Point Wealth Management first reported a position in GSK in Q4 2020 and held it in 2 quarters.
  • Cypress Point Wealth Management's GSK position peaked at $15K in Q2 2021.
  • 792 funds tracked by Wall St. Rank held GSK as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.