Moneta Group Investment Advisors’s GSK GSK Stock Holding History

Moneta Group Investment 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
2023 Q3	–	Sell	-5,821	Closed	-$207K	–	548
2023 Q2	$207K	Buy	+5,821	New	+$209K	﹤0.01%	510
2023 Q1	–	Sell	-6,458	Closed	-$228K	–	545
2022 Q4	$228K	Buy	+6,458	New	+$215K	0.01%	415
2022 Q2	–	Sell	-4,702	Closed	-$256K	–	482
2022 Q1	$256K	Buy	+4,702	New	+$255K	0.01%	380
2020 Q1	–	Sell	-477	Closed	-$28K	–	258
2019 Q4	$28K	Sell	477 -310	-39%	-$17.2K	﹤0.01%	266
2019 Q3	$42K	Buy	+787	New	+$40.5K	﹤0.01%	262
2018 Q3	–	Sell	-398	Closed	-$20K	–	292
2018 Q2	$20K	Sell	398 -15,639	-98%	-$788K	﹤0.01%	358
2018 Q1	$20K	Buy	+16,037	New	+$747K	﹤0.01%	404
2015 Q4	–	Sell	-993	Closed	-$48K	–	253
2015 Q3	$48K	Buy	+993	New	+$51.7K	0.01%	239

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

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

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

JEST

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Moneta Group Investment Advisors's GSK Position: Q3 2023 in Review

Moneta Group Investment Advisors sold out of GSK (GSK) in Q3 2023, closing a stake of 5,821 shares — an estimated $207K sold.

Moneta Group Investment Advisors first reported a position in GSK in Q3 2015 and held it in 8 quarters. The position peaked at $256K in Q1 2022. 846 funds tracked by Wall St. Rank hold GSK as of Q3 2023.

Moneta Group Investment Advisors reported no remaining GSK position as of Q3 2023 after selling out during the quarter.
Moneta Group Investment Advisors sold 5,821 GSK shares in Q3 2023, an estimated $207K.
Moneta Group Investment Advisors first reported a position in GSK in Q3 2015 and held it in 8 quarters.
Moneta Group Investment Advisors's GSK position peaked at $256K in Q1 2022.
846 funds tracked by Wall St. Rank held GSK as of Q3 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.