Principle Wealth Partners’s GSK GSK Stock Holding History

Principle Wealth Partners’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 Q4	–	Sell	-6,734	Closed	-$244K	–	340
2023 Q3	$244K	Sell	6,734 -120	-2%	-$4.26K	0.02%	286
2023 Q2	$244K	Hold	6,854	–	–	0.02%	292
2023 Q1	$244K	Sell	6,854 -1,132	-14%	-$39.6K	0.03%	287
2022 Q4	$281K	Sell	7,986 -4,340	-35%	-$145K	0.03%	260
2022 Q3	$363	Sell	12,326 -5,610	-31%	-$213K	0.03%	210
2022 Q2	$977K	Sell	17,936 -320	-2%	-$17.7K	0.12%	136
2022 Q1	$994K	Sell	18,256 -26	-0.1%	-$1.41K	0.1%	138
2021 Q4	$1.01M	Sell	18,282 -4,104	-18%	-$213K	0.11%	138
2021 Q3	$1.07M	Sell	22,386 -4,768	-18%	-$239K	0.12%	122
2021 Q2	$1.35M	Sell	27,154 -4,345	-14%	-$209K	0.15%	111
2021 Q1	$1.41M	Buy	31,499 +973	+3%	+$44.2K	0.16%	105
2020 Q4	$1.4M	Buy	+30,526	New	+$1.4M	0.19%	105
2020 Q3	–	Sell	-1,834	Closed	-$93K	–	263
2020 Q2	$93K	Buy	+1,834	New	+$94.1K	0.03%	221

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Principle Wealth Partners's GSK Position: Q4 2023 in Review

Principle Wealth Partners sold out of GSK (GSK) in Q4 2023, closing a stake of 6,734 shares — an estimated $244K sold.

Principle Wealth Partners first reported a position in GSK in Q2 2020 and held it in 13 quarters. The position peaked at $1.41M in Q1 2021. 895 funds tracked by Wall St. Rank hold GSK as of Q4 2023.

Principle Wealth Partners reported no remaining GSK position as of Q4 2023 after selling out during the quarter.
Principle Wealth Partners sold 6,734 GSK shares in Q4 2023, an estimated $244K.
Principle Wealth Partners first reported a position in GSK in Q2 2020 and held it in 13 quarters.
Principle Wealth Partners's GSK position peaked at $1.41M in Q1 2021.
895 funds tracked by Wall St. Rank held GSK as of Q4 2023.

Based on Principle Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.