High Net Worth Advisory Group’s GSK GSK Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-5,948	Closed	-$209K	–	352
2022 Q4	$209K	Sell	5,948 -652	-10%	-$21.7K	0.08%	180
2022 Q3	$194K	Sell	6,600 -1,082	-14%	-$41K	0.08%	186
2022 Q2	$418K	Buy	7,682 +180	+2%	+$9.94K	0.17%	115
2022 Q1	$409K	Hold	7,502	–	–	0.15%	126
2021 Q4	$414K	Buy	+7,502	New	+$390K	0.14%	127

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Net Worth Advisory Group's GSK Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of GSK (GSK) in Q1 2023, closing a stake of 5,948 shares — an estimated $209K sold.

High Net Worth Advisory Group first reported a position in GSK in Q4 2021 and held it in 5 quarters. The position peaked at $418K in Q2 2022. 809 funds tracked by Wall St. Rank hold GSK as of Q1 2023.

High Net Worth Advisory Group reported no remaining GSK position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 5,948 GSK shares in Q1 2023, an estimated $209K.
High Net Worth Advisory Group first reported a position in GSK in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's GSK position peaked at $418K in Q2 2022.
809 funds tracked by Wall St. Rank held GSK as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.