Royal Capital Wealth Management’s GSK GSK Stock Holding History

Royal Capital 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
2023 Q4	–	Sell	-5,584	Closed	-$202K	–	96
2023 Q3	$202K	Sell	5,584 -640	-10%	-$22.7K	0.19%	86
2023 Q2	$222K	Sell	6,224 -800	-11%	-$28.7K	0.21%	82
2023 Q1	$250K	Hold	7,024	–	–	0.25%	80
2022 Q4	$247K	Buy	+7,024	New	+$234K	0.26%	80
2022 Q3	–	Sell	-6,648	Closed	-$362K	–	94
2022 Q2	$362K	Buy	+6,648	New	+$367K	0.39%	59

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

Royal Capital Wealth Management's GSK Position: Q4 2023 in Review

Royal Capital Wealth Management sold out of GSK (GSK) in Q4 2023, closing a stake of 5,584 shares — an estimated $202K sold.

Royal Capital Wealth Management first reported a position in GSK in Q2 2022 and held it in 5 quarters. The position peaked at $362K in Q2 2022. 895 funds tracked by Wall St. Rank hold GSK as of Q4 2023.

Royal Capital Wealth Management reported no remaining GSK position as of Q4 2023 after selling out during the quarter.
Royal Capital Wealth Management sold 5,584 GSK shares in Q4 2023, an estimated $202K.
Royal Capital Wealth Management first reported a position in GSK in Q2 2022 and held it in 5 quarters.
Royal Capital Wealth Management's GSK position peaked at $362K in Q2 2022.
895 funds tracked by Wall St. Rank held GSK as of Q4 2023.

Based on Royal Capital Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.