FTDI
GSK icon

First Trust Direct Indexing’s GSK GSK Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-24,258
Closed -$992K – 385
2024
Q3 		$992K Sell
24,258
-283
-1% -$11.6K 0.05% 346
2024
Q2 		$945K Sell
24,541
-587
-2% -$24.7K 0.06% 321
2024
Q1 		$1.08M Buy
25,128
+1,078
+4% +$44.5K 0.08% 280
2023
Q4 		$891K Buy
24,050
+10,804
+82% +$388K 0.08% 293
2023
Q3 		$480K Buy
13,246
+387
+3% +$13.7K 0.05% 412
2023
Q2 		$458K Sell
12,859
-2,709
-17% -$97.2K 0.05% 435
2023
Q1 		$554K Buy
15,568
+5,046
+48% +$177K 0.07% 368
2022
Q4 		$370K Buy
10,522
+2,305
+28% +$76.8K 0.05% 456
2022
Q3 		$242K Sell
8,217
-1,433
-15% -$54.3K 0.04% 523
2022
Q2 		$525K Buy
9,650
+1,208
+14% +$66.7K 0.07% 339
2022
Q1 		$460K Buy
8,442
+901
+12% +$48.9K 0.06% 391
2021
Q4 		$416K Buy
7,541
+654
+9% +$34K 0.05% 403
2021
Q3 		$329K Buy
6,887
+681
+11% +$34.2K 0.05% 453
2021
Q2 		$309K Buy
+6,206
New +$298K 0.05% 456

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Trust Direct Indexing's GSK Position: Q4 2024 in Review

First Trust Direct Indexing sold out of GSK (GSK) in Q4 2024, closing a stake of 24,258 shares — an estimated $992K sold.

First Trust Direct Indexing first reported a position in GSK in Q2 2021 and held it in 14 quarters. The position peaked at $1.08M in Q1 2024. 848 funds tracked by Wall St. Rank hold GSK as of Q4 2024.

  • First Trust Direct Indexing reported no remaining GSK position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 24,258 GSK shares in Q4 2024, an estimated $992K.
  • First Trust Direct Indexing first reported a position in GSK in Q2 2021 and held it in 14 quarters.
  • First Trust Direct Indexing's GSK position peaked at $1.08M in Q1 2024.
  • 848 funds tracked by Wall St. Rank held GSK as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.