First Personal Financial Services’s GSK GSK Stock Holding History

First Personal Financial Services’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
2024 Q3	$12.8K	Hold	313	–	–	﹤0.01%	290
2024 Q2	$12.1K	Hold	313	–	–	﹤0.01%	265
2024 Q1	$13.4K	Hold	313	–	–	﹤0.01%	266
2023 Q4	$11.6K	Hold	313	–	–	﹤0.01%	296
2023 Q3	$11.3K	Hold	313	–	–	﹤0.01%	294
2023 Q2	$11.2K	Hold	313	–	–	﹤0.01%	301
2023 Q1	$11.1K	Buy	313 +113	+57%	+$3.95K	﹤0.01%	316
2022 Q4	$7.03K	Hold	200	–	–	﹤0.01%	351
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	369
2022 Q2	$11K	Hold	200	–	–	﹤0.01%	275
2022 Q1	$11K	Buy	+200	New	+$10.9K	﹤0.01%	292
2021 Q1	–	Sell	-220	Closed	-$10K	–	315
2020 Q4	$10K	Buy	+220	New	+$10.1K	﹤0.01%	276
2019 Q3	–	Sell	-153	Closed	-$8K	–	624
2019 Q2	$8K	Hold	153	–	–	﹤0.01%	526
2019 Q1	$8K	Hold	153	–	–	﹤0.01%	526
2018 Q4	$7K	Buy	153 +3	+2%	+$148	﹤0.01%	513
2018 Q3	$8K	Sell	150 -292	-66%	-$14.8K	﹤0.01%	531
2018 Q2	$22K	Sell	442 -17	-4%	-$856	0.01%	383
2018 Q1	$22K	Buy	+459	New	+$21.4K	﹤0.01%	613
2017 Q1	–	Sell	-2,400	Closed	-$116K	–	900
2016 Q4	$116K	Hold	2,400	–	–	0.03%	258
2016 Q3	$129K	Hold	2,400	–	–	0.04%	183
2016 Q2	$130K	Buy	+2,400	New	+$126K	0.04%	179
2016 Q1	–	Sell	-38	Closed	-$2K	–	344
2015 Q4	$2K	Buy	+38	New	+$1.94K	﹤0.01%	368

Other funds holding GSK

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

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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

First Personal Financial Services's GSK Position: Q3 2024 in Review

First Personal Financial Services held its GSK (GSK) position steady in Q3 2024 at 313 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

First Personal Financial Services first reported a position in GSK in Q4 2015 and has held it in 22 quarters since. The position peaked at $130K in Q2 2016. 899 funds tracked by Wall St. Rank hold GSK as of Q3 2024.

First Personal Financial Services held 313 shares of GSK worth $12.8K as of Q3 2024.
First Personal Financial Services left its GSK share count unchanged in Q3 2024.
GSK made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #290 holding.
First Personal Financial Services first reported a position in GSK in Q4 2015 and has held it in 22 quarters since.
First Personal Financial Services's GSK position peaked at $130K in Q2 2016.
899 funds tracked by Wall St. Rank held GSK as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.