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Juncture Wealth Strategies’s GSK GSK Stock Holding History

Juncture Wealth Strategies’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
2015
Q4 		– Sell
-7,360
Closed -$10K – 82
2015
Q3 		$10K Buy
7,360
+7,256
+6,977% +$378K 0.01% 84
2015
Q2 		$21K Buy
+104
New +$5.86K 0.02% 79

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Juncture Wealth Strategies's GSK Position: Q1 2024 in Review

Juncture Wealth Strategies sold out of GSK (GSK) in Q1 2024, closing a stake of 11,599 shares — an estimated $430K sold.

Juncture Wealth Strategies first reported a position in GSK in Q4 2014 and held it in 31 quarters. The position peaked at $1.3M in Q4 2014. 911 funds tracked by Wall St. Rank hold GSK as of Q1 2024.

  • Juncture Wealth Strategies reported no remaining GSK position as of Q1 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 11,599 GSK shares in Q1 2024, an estimated $430K.
  • Juncture Wealth Strategies first reported a position in GSK in Q4 2014 and held it in 31 quarters.
  • Juncture Wealth Strategies's GSK position peaked at $1.3M in Q4 2014.
  • 911 funds tracked by Wall St. Rank held GSK as of Q1 2024.

Based on Juncture Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.