Heritage Wealth Management (Arizona)’s GSK GSK Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$21.9K	Buy	622 +555	+828%	+$18.5K	﹤0.01%	647
2022 Q3	$2K	Buy	+67	New	+$2.54K	﹤0.01%	878
2022 Q2	–	Sell	-69	Closed	-$4K	–	1016
2022 Q1	$4K	Buy	+69	New	+$3.75K	﹤0.01%	819
2021 Q3	$6K	Sell	118 -1,054	-90%	-$52.9K	﹤0.01%	706
2021 Q2	$58K	Sell	1,172 -246	-17%	-$11.8K	0.02%	435
2021 Q1	$63K	Buy	+1,418	New	+$64.4K	0.04%	328

Other funds holding GSK

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

JEST

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

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

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s GSK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its GSK (GSK) stake by 828% in Q4 2022, buying an estimated $18.5K and bringing the position to 622 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Heritage Wealth Management (Arizona) first reported a position in GSK in Q1 2021 and has held it in 6 quarters since. The position peaked at $63K in Q1 2021. 813 funds tracked by Wall St. Rank hold GSK as of Q4 2022.

Heritage Wealth Management (Arizona) held 622 shares of GSK worth $21.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 555 GSK shares in Q4 2022, an estimated $18.5K.
GSK made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #647 holding.
Heritage Wealth Management (Arizona) first reported a position in GSK in Q1 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s GSK position peaked at $63K in Q1 2021.
813 funds tracked by Wall St. Rank held GSK as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.