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Financial Synergies Wealth Advisors’s GSK GSK Stock Holding History

Financial Synergies Wealth Advisors’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
2023
Q3 		– Sell
-100
Closed -$3.56K – 510
2023
Q2 		$3.56K Hold
100
– – ﹤0.01% 274
2023
Q1 		$3.56K Buy
+100
New +$3.5K ﹤0.01% 280

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Synergies Wealth Advisors's GSK Position: Q3 2023 in Review

Financial Synergies Wealth Advisors sold out of GSK (GSK) in Q3 2023, closing a stake of 100 shares — an estimated $3.56K sold.

Financial Synergies Wealth Advisors first reported a position in GSK in Q1 2023 and held it in 2 quarters. The position peaked at $3.56K in Q2 2023. 846 funds tracked by Wall St. Rank hold GSK as of Q3 2023.

  • Financial Synergies Wealth Advisors reported no remaining GSK position as of Q3 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 100 GSK shares in Q3 2023, an estimated $3.56K.
  • Financial Synergies Wealth Advisors first reported a position in GSK in Q1 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's GSK position peaked at $3.56K in Q2 2023.
  • 846 funds tracked by Wall St. Rank held GSK as of Q3 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2023, filed 4 Apr 2024.