Sage Private Wealth Group’s GSK GSK Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-161	Closed	-$5K	–	102
2022 Q3	$5K	Buy	+161	New	+$6.1K	0.01%	170
2021 Q2	–	Sell	-1,322	Closed	-$59K	–	163
2021 Q1	$59K	Buy	+1,322	New	+$60K	0.1%	78

Other funds holding GSK

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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sage Private Wealth Group's GSK Position: Q4 2022 in Review

Sage Private Wealth Group sold out of GSK (GSK) in Q4 2022, closing a stake of 161 shares — an estimated $5K sold.

Sage Private Wealth Group first reported a position in GSK in Q1 2021 and held it in 2 quarters. The position peaked at $59K in Q1 2021. 813 funds tracked by Wall St. Rank hold GSK as of Q4 2022.

Sage Private Wealth Group reported no remaining GSK position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 161 GSK shares in Q4 2022, an estimated $5K.
Sage Private Wealth Group first reported a position in GSK in Q1 2021 and held it in 2 quarters.
Sage Private Wealth Group's GSK position peaked at $59K in Q1 2021.
813 funds tracked by Wall St. Rank held GSK as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.