IBEX Wealth Advisors’s GSK GSK Stock Holding History

IBEX 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 Q3	–	Sell	-5,462	Closed	-$297K	–	154
2022 Q2	$297K	Buy	+5,462	New	+$302K	0.07%	128
2017 Q1	–	Sell	-289	Closed	-$14K	–	190
2016 Q4	$14K	Buy	+289	New	+$14.3K	0.01%	257

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

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

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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IBEX Wealth Advisors's GSK Position: Q3 2022 in Review

IBEX Wealth Advisors sold out of GSK (GSK) in Q3 2022, closing a stake of 5,462 shares — an estimated $297K sold.

IBEX Wealth Advisors first reported a position in GSK in Q4 2016 and held it in 2 quarters. The position peaked at $297K in Q2 2022. 742 funds tracked by Wall St. Rank hold GSK as of Q3 2022.

IBEX Wealth Advisors reported no remaining GSK position as of Q3 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 5,462 GSK shares in Q3 2022, an estimated $297K.
IBEX Wealth Advisors first reported a position in GSK in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's GSK position peaked at $297K in Q2 2022.
742 funds tracked by Wall St. Rank held GSK as of Q3 2022.

Based on IBEX Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.