RMR Wealth Builders’s GSK GSK Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-602	Closed	-$27K	–	373
2021 Q1	$27K	Buy	602 +242	+67%	+$11K	0.01%	468
2020 Q4	$17K	Buy	+360	New	+$16.5K	0.01%	367

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RMR Wealth Builders's GSK Position: Q2 2021 in Review

RMR Wealth Builders sold out of GSK (GSK) in Q2 2021, closing a stake of 602 shares — an estimated $27K sold.

RMR Wealth Builders first reported a position in GSK in Q4 2020 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 798 funds tracked by Wall St. Rank hold GSK as of Q2 2021.

RMR Wealth Builders reported no remaining GSK position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 602 GSK shares in Q2 2021, an estimated $27K.
RMR Wealth Builders first reported a position in GSK in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's GSK position peaked at $27K in Q1 2021.
798 funds tracked by Wall St. Rank held GSK as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.