Monograph Wealth Advisors’s GSK GSK Stock Holding History

Monograph Wealth 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
2024 Q2	–	Sell	-20,042	Closed	-$867K	–	136
2024 Q1	$867K	Buy	+20,042	New	+$827K	0.13%	66

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

JEST

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Monograph Wealth Advisors's GSK Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of GSK (GSK) in Q2 2024, closing a stake of 20,042 shares — an estimated $867K sold.

Monograph Wealth Advisors first reported a position in GSK in Q1 2024 and held it in 1 quarter. The position peaked at $867K in Q1 2024. 884 funds tracked by Wall St. Rank hold GSK as of Q2 2024.

Monograph Wealth Advisors reported no remaining GSK position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 20,042 GSK shares in Q2 2024, an estimated $867K.
Monograph Wealth Advisors first reported a position in GSK in Q1 2024 and held it in 1 quarter.
Monograph Wealth Advisors's GSK position peaked at $867K in Q1 2024.
884 funds tracked by Wall St. Rank held GSK as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.