Heritage Oak Wealth Advisors’s GSK GSK Stock Holding History

Heritage Oak 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
2024 Q4	–	Sell	-9,298	Closed	-$380K	–	111
2024 Q3	$380K	Buy	+9,298	New	+$380K	0.18%	84

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Oak Wealth Advisors's GSK Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of GSK (GSK) in Q4 2024, closing a stake of 9,298 shares — an estimated $380K sold.

Heritage Oak Wealth Advisors first reported a position in GSK in Q3 2024 and held it in 1 quarter. The position peaked at $380K in Q3 2024. 848 funds tracked by Wall St. Rank hold GSK as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining GSK position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 9,298 GSK shares in Q4 2024, an estimated $380K.
Heritage Oak Wealth Advisors first reported a position in GSK in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's GSK position peaked at $380K in Q3 2024.
848 funds tracked by Wall St. Rank held GSK as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.