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Paragon Private Wealth Management’s GSK GSK Stock Holding History

Paragon Private 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
2024
Q2 		– Sell
-4,786
Closed -$205K – 159
2024
Q1 		$205K Buy
+4,786
New +$197K 0.12% 142

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

Paragon Private Wealth Management's GSK Position: Q2 2024 in Review

Paragon Private Wealth Management sold out of GSK (GSK) in Q2 2024, closing a stake of 4,786 shares — an estimated $205K sold.

Paragon Private Wealth Management first reported a position in GSK in Q1 2024 and held it in 1 quarter. The position peaked at $205K in Q1 2024. 884 funds tracked by Wall St. Rank hold GSK as of Q2 2024.

  • Paragon Private Wealth Management reported no remaining GSK position as of Q2 2024 after selling out during the quarter.
  • Paragon Private Wealth Management sold 4,786 GSK shares in Q2 2024, an estimated $205K.
  • Paragon Private Wealth Management first reported a position in GSK in Q1 2024 and held it in 1 quarter.
  • Paragon Private Wealth Management's GSK position peaked at $205K in Q1 2024.
  • 884 funds tracked by Wall St. Rank held GSK as of Q2 2024.

Based on Paragon Private Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.