Liberty Wealth Management’s GSK GSK Stock Holding History

Liberty 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
2021 Q4	–	Sell	-996	Closed	-$48K	–	549
2021 Q3	$48K	Buy	996 +56	+6%	+$2.81K	0.02%	434
2021 Q2	$47K	Sell	940 -12	-1%	-$577	0.02%	332
2021 Q1	$44K	Hold	952	–	–	0.02%	300
2020 Q4	$44K	Sell	952 -534	-36%	-$24.5K	0.02%	297
2020 Q3	$70K	Buy	1,486 +634	+74%	+$31.8K	0.04%	193
2020 Q2	$91K	Sell	852 -1,021	-55%	-$52.4K	0.06%	156
2020 Q1	$89K	Sell	1,873 -186	-9%	-$9.92K	0.08%	150
2019 Q4	$121K	Buy	2,059 +19	+0.9%	+$1.06K	0.1%	141
2019 Q3	$109K	Buy	2,040 +80	+4%	+$4.12K	0.1%	136
2019 Q2	$98K	Buy	1,960 +26	+1%	+$1.3K	0.09%	168
2019 Q1	$101K	Buy	1,934 +98	+5%	+$4.9K	0.08%	138
2018 Q4	$87K	Buy	+1,836	New	+$90.4K	0.06%	140

Other funds holding GSK

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Liberty Wealth Management's GSK Position: Q4 2021 in Review

Liberty Wealth Management sold out of GSK (GSK) in Q4 2021, closing a stake of 996 shares — an estimated $48K sold.

Liberty Wealth Management first reported a position in GSK in Q4 2018 and held it in 12 quarters. The position peaked at $121K in Q4 2019. 919 funds tracked by Wall St. Rank hold GSK as of Q4 2021.

Liberty Wealth Management reported no remaining GSK position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 996 GSK shares in Q4 2021, an estimated $48K.
Liberty Wealth Management first reported a position in GSK in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's GSK position peaked at $121K in Q4 2019.
919 funds tracked by Wall St. Rank held GSK as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.