Financial Synergies Wealth Advisors’s Gilead Sciences GILD Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-152	Closed	-$11.1K	–	215
2024 Q1	$11.1K	Buy	+152	New	+$11.7K	﹤0.01%	242
2023 Q4	–	Sell	-286	Closed	-$21.5K	–	502
2023 Q3	$21.5K	Buy	286 +1	+0.4%	+$77	﹤0.01%	167
2023 Q2	$21.9K	Buy	285 +2	+0.7%	+$160	﹤0.01%	156
2023 Q1	$23.5K	Buy	+283	New	+$23.4K	﹤0.01%	160

Other funds holding GILD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's GILD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Gilead Sciences (GILD) in Q2 2024, closing a stake of 152 shares — an estimated $11.1K sold.

Financial Synergies Wealth Advisors first reported a position in GILD in Q1 2023 and held it in 4 quarters. The position peaked at $23.5K in Q1 2023. 1,679 funds tracked by Wall St. Rank hold GILD as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Gilead Sciences position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 152 Gilead Sciences shares in Q2 2024, an estimated $11.1K.
Financial Synergies Wealth Advisors first reported a position in Gilead Sciences in Q1 2023 and held it in 4 quarters.
Financial Synergies Wealth Advisors's Gilead Sciences position peaked at $23.5K in Q1 2023.
1,679 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.