Heritage Wealth Advisors’s GSK GSK Stock Holding History

Heritage 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 Q2	–	Sell	-431	Closed	-$23K	–	565
2022 Q1	$23K	Hold	431	–	–	﹤0.01%	385
2021 Q4	$24K	Hold	431	–	–	﹤0.01%	394
2021 Q3	$20.6K	Hold	431	–	–	﹤0.01%	403
2021 Q2	$21.5K	Hold	431	–	–	﹤0.01%	408
2021 Q1	$19.2K	Hold	431	–	–	﹤0.01%	421
2020 Q4	$20K	Hold	431	–	–	﹤0.01%	408
2020 Q3	$20.3K	Hold	431	–	–	﹤0.01%	345
2020 Q2	$22K	Hold	431	–	–	﹤0.01%	326
2020 Q1	$20.4K	Sell	431 -939	-69%	-$50.1K	﹤0.01%	323
2019 Q4	$80.5K	Hold	1,370	–	–	0.01%	255
2019 Q3	$73K	Hold	1,370	–	–	0.01%	238
2019 Q2	$68.6K	Hold	1,370	–	–	0.01%	226
2019 Q1	$71.6K	Buy	1,370 +939	+218%	+$46.9K	0.01%	202
2018 Q4	$20K	Sell	431 -480	-53%	-$23.6K	﹤0.01%	264
2018 Q3	$45K	Buy	+911	New	+$46.3K	0.01%	205

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Heritage Wealth Advisors's GSK Position: Q2 2022 in Review

Heritage Wealth Advisors sold out of GSK (GSK) in Q2 2022, closing a stake of 431 shares — an estimated $23K sold.

Heritage Wealth Advisors first reported a position in GSK in Q3 2018 and held it in 15 quarters. The position peaked at $80.5K in Q4 2019. 900 funds tracked by Wall St. Rank hold GSK as of Q2 2022.

Heritage Wealth Advisors reported no remaining GSK position as of Q2 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 431 GSK shares in Q2 2022, an estimated $23K.
Heritage Wealth Advisors first reported a position in GSK in Q3 2018 and held it in 15 quarters.
Heritage Wealth Advisors's GSK position peaked at $80.5K in Q4 2019.
900 funds tracked by Wall St. Rank held GSK as of Q2 2022.

Based on Heritage Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.