Litman Gregory Wealth Management’s Gilead Sciences GILD Stock Holding History

Litman Gregory Wealth Management’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 Q2	–	Sell	-2,925	Closed	-$243K	–	92
2023 Q1	$243K	Buy	+2,925	New	+$242K	0.09%	34
2018 Q2	–	Sell	-590	Closed	-$44K	–	128
2018 Q1	$44K	Buy	+590	New	+$46.9K	0.02%	101

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Litman Gregory Wealth Management's GILD Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Gilead Sciences (GILD) in Q2 2023, closing a stake of 2,925 shares — an estimated $243K sold.

Litman Gregory Wealth Management first reported a position in GILD in Q1 2018 and held it in 2 quarters. The position peaked at $243K in Q1 2023. 1,701 funds tracked by Wall St. Rank hold GILD as of Q2 2023.

Litman Gregory Wealth Management reported no remaining Gilead Sciences position as of Q2 2023 after selling out during the quarter.
Litman Gregory Wealth Management sold 2,925 Gilead Sciences shares in Q2 2023, an estimated $243K.
Litman Gregory Wealth Management first reported a position in Gilead Sciences in Q1 2018 and held it in 2 quarters.
Litman Gregory Wealth Management's Gilead Sciences position peaked at $243K in Q1 2023.
1,701 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.