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Engrave Wealth Partners’s GSK GSK Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-138
Closed -$7K – 211
2020
Q2 		$7K Hold
138
– – 0.01% 285
2020
Q1 		$6K Hold
138
– – 0.01% 255
2019
Q4 		$8K Buy
+138
New +$7.68K 0.01% 318

Other funds holding GSK

Dodge & Cox
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Engrave Wealth Partners's GSK Position: Q3 2020 in Review

Engrave Wealth Partners sold out of GSK (GSK) in Q3 2020, closing a stake of 138 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in GSK in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 826 funds tracked by Wall St. Rank hold GSK as of Q3 2020.

  • Engrave Wealth Partners reported no remaining GSK position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 138 GSK shares in Q3 2020, an estimated $7K.
  • Engrave Wealth Partners first reported a position in GSK in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's GSK position peaked at $8K in Q4 2019.
  • 826 funds tracked by Wall St. Rank held GSK as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.