Fiduciary Planning’s GSK GSK Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-82	Closed	-$4K	–	141
2021 Q1	$4K	Hold	82	–	–	0.01%	202
2020 Q4	$4K	Hold	82	–	–	0.01%	185
2020 Q3	$4K	Buy	+82	New	+$4.11K	0.01%	148

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Planning's GSK Position: Q2 2021 in Review

Fiduciary Planning sold out of GSK (GSK) in Q2 2021, closing a stake of 82 shares — an estimated $4K sold.

Fiduciary Planning first reported a position in GSK in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 798 funds tracked by Wall St. Rank hold GSK as of Q2 2021.

Fiduciary Planning reported no remaining GSK position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 82 GSK shares in Q2 2021, an estimated $4K.
Fiduciary Planning first reported a position in GSK in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's GSK position peaked at $4K in Q1 2021.
798 funds tracked by Wall St. Rank held GSK as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.