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Forvis Mazars Wealth Advisors’s GSK GSK Stock Holding History

Forvis Mazars 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
2022
Q3 		– Sell
-3,830
Closed -$208K – 390
2022
Q2 		$208K Buy
+3,830
New +$211K 0.01% 373
2021
Q1 		– Sell
-5,508
Closed -$253K – 315
2020
Q4 		$253K Buy
+5,508
New +$253K 0.01% 316

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Forvis Mazars Wealth Advisors's GSK Position: Q3 2022 in Review

Forvis Mazars Wealth Advisors sold out of GSK (GSK) in Q3 2022, closing a stake of 3,830 shares — an estimated $208K sold.

Forvis Mazars Wealth Advisors first reported a position in GSK in Q4 2020 and held it in 2 quarters. The position peaked at $253K in Q4 2020. 742 funds tracked by Wall St. Rank hold GSK as of Q3 2022.

  • Forvis Mazars Wealth Advisors reported no remaining GSK position as of Q3 2022 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,830 GSK shares in Q3 2022, an estimated $208K.
  • Forvis Mazars Wealth Advisors first reported a position in GSK in Q4 2020 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's GSK position peaked at $253K in Q4 2020.
  • 742 funds tracked by Wall St. Rank held GSK as of Q3 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.