Mascoma Wealth Management’s GSK GSK Stock Holding History

Mascoma 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
2022 Q4	–	Sell	-292	Closed	-$9.73K	–	642
2022 Q3	$9K	Hold	292	–	–	﹤0.01%	414
2022 Q2	$16K	Hold	292	–	–	0.01%	367
2022 Q1	$16K	Hold	292	–	–	0.01%	392
2021 Q4	$16K	Hold	292	–	–	0.01%	356
2021 Q3	$14K	Buy	+292	New	+$14.7K	0.01%	320
2021 Q2	–	Sell	-292	Closed	-$13K	–	247
2021 Q1	$13K	Buy	+292	New	+$13.3K	0.01%	325
2019 Q3	–	Sell	-482	Closed	-$24K	–	191
2019 Q2	$24K	Hold	482	–	–	0.02%	216
2019 Q1	$25K	Sell	482 -460	-49%	-$23K	0.02%	207
2018 Q4	$45K	Sell	942 -260	-22%	-$12.8K	0.03%	147
2018 Q3	$60K	Sell	1,202 -100	-8%	-$5.08K	0.04%	151
2018 Q2	$66K	Hold	1,302	–	–	0.05%	135
2018 Q1	$64K	Sell	1,302 -768	-37%	-$35.8K	0.04%	133
2017 Q4	$96K	Sell	2,070 -1,712	-45%	-$79.1K	0.06%	112
2017 Q3	$192K	Hold	3,782	–	–	0.13%	75
2017 Q2	$204K	Sell	3,782 -160	-4%	-$8.53K	0.14%	71
2017 Q1	$208K	Sell	3,942 -104	-3%	-$5.28K	0.15%	59
2016 Q4	$195K	Buy	+4,046	New	+$200K	0.14%	65

Other funds holding GSK

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

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Fidelity Investments

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

Arrowstreet Capital

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

Fisher Asset Management

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

T. Rowe Price Associates

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return