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Laurel Wealth Planning’s Gilead Sciences GILD Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-2,592
Closed -$223K – 108
2022
Q4 		$223K Hold
2,592
– – 0.14% 57
2022
Q3 		$160K Hold
2,592
– – 0.12% 60
2022
Q2 		$160K Sell
2,592
-158
-6% -$9.78K 0.11% 67
2022
Q1 		$163K Buy
+2,750
New +$176K 0.11% 74

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Planning's GILD Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Gilead Sciences (GILD) in Q1 2023, closing a stake of 2,592 shares — an estimated $223K sold.

Laurel Wealth Planning first reported a position in GILD in Q1 2022 and held it in 4 quarters. The position peaked at $223K in Q4 2022. 1,735 funds tracked by Wall St. Rank hold GILD as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Gilead Sciences position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 2,592 Gilead Sciences shares in Q1 2023, an estimated $223K.
  • Laurel Wealth Planning first reported a position in Gilead Sciences in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Gilead Sciences position peaked at $223K in Q4 2022.
  • 1,735 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.