LA
GSK icon

LVW Advisors’s GSK GSK Stock Holding History

LVW Advisors’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
-6,730
Closed -$343K – 214
2020
Q2 		$343K Sell
6,730
-612
-8% -$31.4K 0.08% 131
2020
Q1 		$348K Buy
+7,342
New +$392K 0.09% 107
2019
Q4 		– Sell
-5,600
Closed -$299K – 192
2019
Q3 		$299K Buy
5,600
+1,520
+37% +$78.2K 0.07% 132
2019
Q2 		$204K Buy
+4,080
New +$205K 0.06% 158

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Hotchkis & Wiley Capital Management
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

LVW Advisors's GSK Position: Q3 2020 in Review

LVW Advisors sold out of GSK (GSK) in Q3 2020, closing a stake of 6,730 shares — an estimated $343K sold.

LVW Advisors first reported a position in GSK in Q2 2019 and held it in 4 quarters. The position peaked at $348K in Q1 2020. 826 funds tracked by Wall St. Rank hold GSK as of Q3 2020.

  • LVW Advisors reported no remaining GSK position as of Q3 2020 after selling out during the quarter.
  • LVW Advisors sold 6,730 GSK shares in Q3 2020, an estimated $343K.
  • LVW Advisors first reported a position in GSK in Q2 2019 and held it in 4 quarters.
  • LVW Advisors's GSK position peaked at $348K in Q1 2020.
  • 826 funds tracked by Wall St. Rank held GSK as of Q3 2020.

Based on LVW Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.