Lucia Wealth Services’s GSK GSK Stock Holding History

Lucia Wealth Services’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
2020 Q3	–	Sell	-309	Closed	-$16K	–	179
2020 Q2	$16K	Hold	309	–	–	﹤0.01%	169
2020 Q1	$15K	Hold	309	–	–	0.01%	180
2019 Q4	$18K	Hold	309	–	–	0.01%	172
2019 Q3	$16K	Hold	309	–	–	0.01%	154
2019 Q2	$15K	Sell	309 -181	-37%	-$9.08K	0.01%	161
2019 Q1	$26K	Buy	490 +383	+358%	+$19.1K	0.01%	169
2018 Q4	$5K	Sell	107 -923	-90%	-$45.5K	﹤0.01%	166
2018 Q3	$52K	Buy	1,030 +280	+37%	+$14.2K	0.02%	189
2018 Q2	$38K	Buy	750 +210	+39%	+$10.6K	0.02%	176
2018 Q1	$26K	Buy	+540	New	+$25.1K	0.01%	163

Other funds holding GSK

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BCIM

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

Lucia Wealth Services's GSK Position: Q3 2020 in Review

Lucia Wealth Services sold out of GSK (GSK) in Q3 2020, closing a stake of 309 shares — an estimated $16K sold.

Lucia Wealth Services first reported a position in GSK in Q1 2018 and held it in 10 quarters. The position peaked at $52K in Q3 2018. 826 funds tracked by Wall St. Rank hold GSK as of Q3 2020.

Lucia Wealth Services reported no remaining GSK position as of Q3 2020 after selling out during the quarter.
Lucia Wealth Services sold 309 GSK shares in Q3 2020, an estimated $16K.
Lucia Wealth Services first reported a position in GSK in Q1 2018 and held it in 10 quarters.
Lucia Wealth Services's GSK position peaked at $52K in Q3 2018.
826 funds tracked by Wall St. Rank held GSK as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.