First Foundation Advisors’s GSK GSK Stock Holding History

First Foundation 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
2022 Q1	–	Sell	-5,378	Closed	-$296K	–	437
2021 Q4	$296K	Buy	5,378 +206	+4%	+$10.7K	0.01%	344
2021 Q3	$247K	Sell	5,172 -3,682	-42%	-$185K	0.01%	381
2021 Q2	$441K	Hold	8,854	–	–	0.02%	302
2021 Q1	$395K	Sell	8,854 -126	-1%	-$5.72K	0.02%	301
2020 Q4	$413K	Sell	8,980 -2,862	-24%	-$131K	0.02%	286
2020 Q3	$557K	Hold	11,842	–	–	0.03%	226
2020 Q2	$604K	Buy	11,842 +3,736	+46%	+$192K	0.03%	210
2020 Q1	$384K	Buy	8,106 +1,160	+17%	+$61.9K	0.02%	254
2019 Q4	$408K	Hold	6,946	–	–	0.02%	266
2019 Q3	$371K	Buy	+6,946	New	+$357K	0.02%	259
2019 Q1	–	Sell	-4,486	Closed	-$214K	–	354
2018 Q4	$214K	Sell	4,486 -4,800	-52%	-$236K	0.01%	347
2018 Q3	$466K	Sell	9,286 -85	-0.9%	-$4.32K	0.03%	239
2018 Q2	$472K	Buy	9,371 +85	+0.9%	+$4.28K	0.03%	216
2018 Q1	$454K	Sell	9,286 -309	-3%	-$14.4K	0.03%	223
2017 Q4	$425K	Sell	9,595 -6,148	-39%	-$284K	0.02%	239
2017 Q3	$799K	Buy	15,743 +10,386	+194%	+$527K	0.05%	163
2017 Q2	$289K	Sell	5,357 -561	-9%	-$29.9K	0.02%	256
2017 Q1	$312K	Buy	+5,918	New	+$300K	0.02%	254
2016 Q2	–	Sell	-13,591	Closed	-$689K	–	299
2016 Q1	$689K	Sell	13,591 -1,857	-12%	-$92.5K	0.05%	146
2015 Q4	$779K	Sell	15,448 -48,263	-76%	-$2.46M	0.05%	148
2015 Q3	$3.06M	Sell	63,711 -322,882	-84%	-$16.8M	0.25%	69
2015 Q2	$20.1M	Buy	386,593 +11,663	+3%	+$657K	1.6%	20
2015 Q1	$21.6M	Buy	374,930 +89,418	+31%	+$5.13M	1.81%	18
2014 Q4	$15.3M	Sell	285,512 -25,332	-8%	-$1.42M	1.34%	30
2014 Q3	$17.9M	Buy	310,844 +24,093	+8%	+$1.48M	1.78%	18
2014 Q2	$19.2M	Buy	286,751 +13,089	+5%	+$886K	2.09%	17
2014 Q1	$18.3M	Buy	273,662 +10,299	+4%	+$696K	2.27%	16
2013 Q4	$17.6M	Buy	263,363 +8,510	+3%	+$552K	2.36%	18
2013 Q3	$16M	Buy	254,853 +70,398	+38%	+$4.53M	2.49%	16
2013 Q2	$11.5M	Buy	+184,455	New	+$11.7M	2.26%	19

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BCIM

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

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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

First Foundation Advisors's GSK Position: Q1 2022 in Review

First Foundation Advisors sold out of GSK (GSK) in Q1 2022, closing a stake of 5,378 shares — an estimated $296K sold.

First Foundation Advisors first reported a position in GSK in Q2 2013 and held it in 30 quarters. The position peaked at $21.6M in Q1 2015. 930 funds tracked by Wall St. Rank hold GSK as of Q1 2022.

First Foundation Advisors reported no remaining GSK position as of Q1 2022 after selling out during the quarter.
First Foundation Advisors sold 5,378 GSK shares in Q1 2022, an estimated $296K.
First Foundation Advisors first reported a position in GSK in Q2 2013 and held it in 30 quarters.
First Foundation Advisors's GSK position peaked at $21.6M in Q1 2015.
930 funds tracked by Wall St. Rank held GSK as of Q1 2022.

Based on First Foundation Advisors's 13F filing for Q1 2022, filed 5 May 2022.