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Glassman Wealth Services’s GSK GSK Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-1,373
Closed -$50.9K – 863
2023
Q4 		$50.9K Buy
1,373
+156
+13% +$5.6K 0.01% 449
2023
Q3 		$44.1K Buy
1,217
+219
+22% +$7.77K 0.01% 453
2023
Q2 		$35.6K Buy
998
+79
+9% +$2.83K 0.01% 487
2023
Q1 		$32.7K Sell
919
-6
-0.6% -$210 0.01% 509
2022
Q4 		$32.5K Buy
925
+772
+505% +$25.7K 0.01% 533
2022
Q3 		$5K Buy
+153
New +$5.8K ﹤0.01% 989
2022
Q1 		– Sell
-502
Closed -$28K – 1753
2021
Q4 		$28K Buy
502
+209
+71% +$10.9K 0.01% 526
2021
Q3 		$14K Buy
293
+112
+62% +$5.63K ﹤0.01% 671
2021
Q2 		$9K Buy
181
+75
+71% +$3.6K ﹤0.01% 775
2021
Q1 		$5K Sell
106
-60
-36% -$2.72K ﹤0.01% 854
2020
Q4 		$8K Buy
166
+45
+37% +$2.07K ﹤0.01% 762
2020
Q3 		$6K Buy
121
+90
+290% +$4.51K ﹤0.01% 734
2020
Q2 		$2K Buy
31
+23
+288% +$1.18K ﹤0.01% 857
2020
Q1 		$0 Sell
8
-15
-65% -$800 ﹤0.01% 1295
2019
Q4 		$1K Buy
+23
New +$1.28K ﹤0.01% 928

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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 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

Glassman Wealth Services's GSK Position: Q1 2024 in Review

Glassman Wealth Services sold out of GSK (GSK) in Q1 2024, closing a stake of 1,373 shares — an estimated $50.9K sold.

Glassman Wealth Services first reported a position in GSK in Q4 2019 and held it in 15 quarters. The position peaked at $50.9K in Q4 2023. 910 funds tracked by Wall St. Rank hold GSK as of Q1 2024.

  • Glassman Wealth Services reported no remaining GSK position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,373 GSK shares in Q1 2024, an estimated $50.9K.
  • Glassman Wealth Services first reported a position in GSK in Q4 2019 and held it in 15 quarters.
  • Glassman Wealth Services's GSK position peaked at $50.9K in Q4 2023.
  • 910 funds tracked by Wall St. Rank held GSK as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.