Icon Wealth Partners’s Gilead Sciences GILD Stock Holding History

Icon Wealth Partners’s Portfolio GILD Stock Details GILD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$162K	Sell	2,167 -46	-2%	-$3.54K	0.02%	312
2023 Q2	$171K	Sell	2,213 -284	-11%	-$22.6K	0.02%	333
2023 Q1	$207K	Buy	+2,497	New	+$207K	0.02%	308
2022 Q1	–	Sell	-3,000	Closed	-$218K	–	340
2021 Q4	$218K	Buy	3,000 +24	+0.8%	+$1.65K	0.02%	304
2021 Q3	$208K	Sell	2,976 -1,265	-30%	-$88.9K	0.02%	328
2021 Q2	$292K	Buy	4,241 +301	+8%	+$20.1K	0.03%	297
2021 Q1	$255K	Buy	+3,940	New	+$254K	0.03%	288
2020 Q3	–	Sell	-22,401	Closed	-$1.72M	–	285
2020 Q2	$1.72M	Buy	+22,401	New	+$1.72M	0.42%	44
2019 Q2	–	Sell	-283	Closed	-$18K	–	395
2019 Q1	$18K	Buy	+283	New	+$18.8K	0.01%	578
2018 Q3	–	Sell	-250	Closed	-$18K	–	435
2018 Q2	$18K	Buy	+250	New	+$17.7K	0.01%	605
2018 Q1	–	Sell	-24	Closed	-$2K	–	435
2017 Q4	$2K	Buy	+24	New	+$1.82K	﹤0.01%	830

Other funds holding GILD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Icon Wealth Partners's GILD Position: Q3 2023 in Review

Icon Wealth Partners reduced its Gilead Sciences (GILD) stake by 2.1% in Q3 2023, selling an estimated $3.54K and leaving 2,167 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #312.

Icon Wealth Partners first reported a position in GILD in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.72M in Q2 2020. 1,681 funds tracked by Wall St. Rank hold GILD as of Q3 2023.

Icon Wealth Partners held 2,167 shares of Gilead Sciences worth $162K as of Q3 2023.
Icon Wealth Partners sold 46 Gilead Sciences shares in Q3 2023, an estimated $3.54K.
Gilead Sciences made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #312 holding.
Icon Wealth Partners first reported a position in Gilead Sciences in Q4 2017 and has held it in 11 quarters since.
Icon Wealth Partners's Gilead Sciences position peaked at $1.72M in Q2 2020.
1,681 funds tracked by Wall St. Rank held Gilead Sciences as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.