IFWM
GSK icon

Institute for Wealth Management’s GSK GSK Stock Holding History

Institute for Wealth Management’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
-5,683
Closed -$200K – 459
2022
Q4 		$200K Sell
5,683
-1,175
-17% -$39.1K 0.04% 432
2022
Q3 		$203K Buy
+6,858
New +$260K 0.05% 418
2022
Q2 		– Sell
-7,290
Closed -$397K – 547
2022
Q1 		$397K Sell
7,290
-105
-1% -$5.7K 0.06% 342
2021
Q4 		$408K Sell
7,395
-161
-2% -$8.38K 0.07% 314
2021
Q3 		$361K Sell
7,556
-56
-0.7% -$2.81K 0.06% 335
2021
Q2 		$379K Sell
7,612
-1,267
-14% -$60.9K 0.07% 324
2021
Q1 		$396K Sell
8,879
-2,240
-20% -$102K 0.08% 308
2020
Q4 		$511K Sell
11,119
-1,891
-15% -$86.9K 0.1% 249
2020
Q3 		$612K Sell
13,010
-2,940
-18% -$147K 0.14% 195
2020
Q2 		$813K Sell
15,950
-1,156
-7% -$59.3K 0.2% 135
2020
Q1 		$810K Sell
17,106
-2,007
-11% -$107K 0.25% 109
2019
Q4 		$1.12M Sell
19,113
-721
-4% -$40.1K 0.25% 106
2019
Q3 		$1.06M Sell
19,834
-1,279
-6% -$65.8K 0.27% 103
2019
Q2 		$1.06M Buy
21,113
+7,886
+60% +$396K 0.23% 123
2019
Q1 		$691K Sell
13,227
-12,236
-48% -$611K 0.15% 185
2018
Q4 		$1.22M Sell
25,463
-55
-0.2% -$2.71K 0.5% 51
2018
Q3 		$1.29M Sell
25,518
-1,712
-6% -$87K 0.44% 80
2018
Q2 		$1.37M Buy
27,230
+2,580
+10% +$130K 0.44% 73
2018
Q1 		$1.23M Buy
24,650
+12,378
+101% +$576K 0.36% 90
2017
Q4 		$548K Sell
12,272
-1,600
-12% -$73.9K 0.13% 211
2017
Q3 		$703K Buy
13,872
+202
+1% +$10.2K 0.23% 151
2017
Q2 		$739K Buy
+13,670
New +$729K 0.2% 161

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institute for Wealth Management's GSK Position: Q1 2023 in Review

Institute for Wealth Management sold out of GSK (GSK) in Q1 2023, closing a stake of 5,683 shares — an estimated $200K sold.

Institute for Wealth Management first reported a position in GSK in Q2 2017 and held it in 22 quarters. The position peaked at $1.37M in Q2 2018. 809 funds tracked by Wall St. Rank hold GSK as of Q1 2023.

  • Institute for Wealth Management reported no remaining GSK position as of Q1 2023 after selling out during the quarter.
  • Institute for Wealth Management sold 5,683 GSK shares in Q1 2023, an estimated $200K.
  • Institute for Wealth Management first reported a position in GSK in Q2 2017 and held it in 22 quarters.
  • Institute for Wealth Management's GSK position peaked at $1.37M in Q2 2018.
  • 809 funds tracked by Wall St. Rank held GSK as of Q1 2023.

Based on Institute for Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.