Global Wealth Management Investment Advisory’s GSK GSK Stock Holding History

Global Wealth Management Investment Advisory’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	-38	Closed	-$1.41K	–	267
2023 Q4	$1.41K	Hold	38	–	–	﹤0.01%	420
2023 Q3	$1.38K	Hold	38	–	–	﹤0.01%	408
2023 Q2	$1.35K	Buy	+38	New	+$1.36K	﹤0.01%	410
2022 Q3	–	Sell	-38	Closed	-$2K	–	276
2022 Q2	$2K	Sell	38 -14	-27%	-$773	﹤0.01%	413
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	390
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	381
2021 Q3	$2K	Sell	52 -110	-68%	-$5.53K	﹤0.01%	413
2021 Q2	$8K	Sell	162 -28	-15%	-$1.34K	﹤0.01%	311
2021 Q1	$9K	Sell	190 -40,243	-100%	-$1.83M	﹤0.01%	318
2020 Q4	$1.86M	Buy	40,433 +1,829	+5%	+$84K	0.72%	49
2020 Q3	$1.82M	Buy	38,604 +2,242	+6%	+$112K	0.79%	45
2020 Q2	$1.85M	Buy	36,362 +601	+2%	+$30.8K	0.79%	46
2020 Q1	$1.69M	Buy	35,761 +1,288	+4%	+$68.7K	0.85%	43
2019 Q4	$2.02M	Sell	34,473 -1,618	-4%	-$90K	0.86%	47
2019 Q3	$1.93M	Buy	36,091 +1,572	+5%	+$80.9K	0.88%	45
2019 Q2	$1.73M	Sell	34,519 -7,291	-17%	-$366K	0.84%	46
2019 Q1	$2.18M	Sell	41,810 -1,749	-4%	-$87.4K	1.13%	32
2018 Q4	$2.08M	Buy	+43,559	New	+$2.15M	1.21%	23

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

Holocene Advisors New York $41.5B AUM 42.97% 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

Global Wealth Management Investment Advisory's GSK Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of GSK (GSK) in Q1 2024, closing a stake of 38 shares — an estimated $1.41K sold.

Global Wealth Management Investment Advisory first reported a position in GSK in Q4 2018 and held it in 18 quarters. The position peaked at $2.18M in Q1 2019. 911 funds tracked by Wall St. Rank hold GSK as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining GSK position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 38 GSK shares in Q1 2024, an estimated $1.41K.
Global Wealth Management Investment Advisory first reported a position in GSK in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's GSK position peaked at $2.18M in Q1 2019.
911 funds tracked by Wall St. Rank held GSK as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.