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Polaris Wealth Advisory Group’s GSK GSK Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q3 		– Sell
-59,474
Closed -$3.04M – 167
2020
Q2 		$3.04M Buy
+59,474
New +$3.05M 0.24% 74
2018
Q4 		– Sell
-465
Closed -$23K – 271
2018
Q3 		$23K Buy
+465
New +$23.6K ﹤0.01% 310
2016
Q1 		– Sell
-5,282
Closed -$266K – 120
2015
Q4 		$266K Buy
+5,282
New +$269K 0.04% 126

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Polaris Wealth Advisory Group's GSK Position: Q3 2020 in Review

Polaris Wealth Advisory Group sold out of GSK (GSK) in Q3 2020, closing a stake of 59,474 shares — an estimated $3.04M sold.

Polaris Wealth Advisory Group first reported a position in GSK in Q4 2015 and held it in 3 quarters. The position peaked at $3.04M in Q2 2020. 826 funds tracked by Wall St. Rank hold GSK as of Q3 2020.

  • Polaris Wealth Advisory Group reported no remaining GSK position as of Q3 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 59,474 GSK shares in Q3 2020, an estimated $3.04M.
  • Polaris Wealth Advisory Group first reported a position in GSK in Q4 2015 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's GSK position peaked at $3.04M in Q2 2020.
  • 826 funds tracked by Wall St. Rank held GSK as of Q3 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2020, filed 15 Oct 2020.