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Outlook Wealth Advisors’s GSK GSK Stock Holding History

Outlook 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
-7,422
Closed -$318K – 265
2024
Q1 		$318K Buy
7,422
+1,163
+19% +$48K 0.1% 199
2023
Q4 		$232K Buy
+6,259
New +$225K 0.08% 202
2020
Q1 		– Sell
-6,509
Closed -$382K – 167
2019
Q4 		$382K Sell
6,509
-4,701
-42% -$261K 0.22% 102
2019
Q3 		$598K Sell
11,210
-1,116
-9% -$57.4K 0.36% 61
2019
Q2 		$617K Buy
12,326
+330
+3% +$16.6K 0.41% 62
2019
Q1 		$627K Buy
11,996
+9,270
+340% +$463K 0.52% 53
2018
Q4 		$1.3M Buy
+2,726
New +$134K 0.59% 40

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
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

Outlook Wealth Advisors sold out of GSK (GSK) in Q2 2024, closing a stake of 7,422 shares — an estimated $318K sold.

Outlook Wealth Advisors first reported a position in GSK in Q4 2018 and held it in 7 quarters. The position peaked at $1.3M in Q4 2018. 884 funds tracked by Wall St. Rank hold GSK as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining GSK position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 7,422 GSK shares in Q2 2024, an estimated $318K.
  • Outlook Wealth Advisors first reported a position in GSK in Q4 2018 and held it in 7 quarters.
  • Outlook Wealth Advisors's GSK position peaked at $1.3M in Q4 2018.
  • 884 funds tracked by Wall St. Rank held GSK as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.