Selective Wealth Management’s GSK GSK Stock Holding History

Selective 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
2022 Q4	–	Sell	-320	Closed	-$9K	–	357
2022 Q3	$9K	Hold	320	–	–	﹤0.01%	530
2022 Q2	$17K	Hold	320	–	–	0.01%	490
2022 Q1	$17K	Sell	320 -160	-33%	-$8.69K	0.01%	470
2021 Q4	$26K	Buy	480 +160	+50%	+$8.32K	0.01%	374
2021 Q3	$15K	Hold	320	–	–	0.01%	389
2021 Q2	$16K	Hold	320	–	–	0.01%	296
2021 Q1	$14K	Buy	+320	New	+$14.5K	0.01%	221
2020 Q3	–	Sell	-34	Closed	-$2K	–	352
2020 Q2	$2K	Hold	34	–	–	﹤0.01%	375
2020 Q1	$2K	Hold	34	–	–	﹤0.01%	279
2019 Q4	$2K	Buy	+34	New	+$1.89K	﹤0.01%	285
2018 Q3	$6K	Buy	+120	New	+$6.1K	0.07%	104

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

Selective Wealth Management's GSK Position: Q4 2022 in Review

Selective Wealth Management sold out of GSK (GSK) in Q4 2022, closing a stake of 320 shares — an estimated $9K sold.

Selective Wealth Management first reported a position in GSK in Q3 2018 and held it in 11 quarters. The position peaked at $26K in Q4 2021. 813 funds tracked by Wall St. Rank hold GSK as of Q4 2022.

Selective Wealth Management reported no remaining GSK position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 320 GSK shares in Q4 2022, an estimated $9K.
Selective Wealth Management first reported a position in GSK in Q3 2018 and held it in 11 quarters.
Selective Wealth Management's GSK position peaked at $26K in Q4 2021.
813 funds tracked by Wall St. Rank held GSK as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.