Sound View Wealth Advisors Group’s GSK GSK Stock Holding History

Sound View Wealth Advisors 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
2020 Q4	–	Sell	-5,831	Closed	-$274K	–	258
2020 Q3	$274K	Sell	5,831 -352	-6%	-$17.6K	0.07%	203
2020 Q2	$315K	Buy	6,183 +1,152	+23%	+$59.1K	0.09%	178
2020 Q1	$238K	Sell	5,031 -488	-9%	-$26K	0.08%	186
2019 Q4	$324K	Sell	5,519 -293	-5%	-$16.3K	0.09%	179
2019 Q3	$310K	Sell	5,812 -941	-14%	-$48.4K	0.09%	185
2019 Q2	$338K	Buy	+6,753	New	+$339K	0.1%	175

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Sound View Wealth Advisors Group's GSK Position: Q4 2020 in Review

Sound View Wealth Advisors Group sold out of GSK (GSK) in Q4 2020, closing a stake of 5,831 shares — an estimated $274K sold.

Sound View Wealth Advisors Group first reported a position in GSK in Q2 2019 and held it in 6 quarters. The position peaked at $338K in Q2 2019. 818 funds tracked by Wall St. Rank hold GSK as of Q4 2020.

Sound View Wealth Advisors Group reported no remaining GSK position as of Q4 2020 after selling out during the quarter.
Sound View Wealth Advisors Group sold 5,831 GSK shares in Q4 2020, an estimated $274K.
Sound View Wealth Advisors Group first reported a position in GSK in Q2 2019 and held it in 6 quarters.
Sound View Wealth Advisors Group's GSK position peaked at $338K in Q2 2019.
818 funds tracked by Wall St. Rank held GSK as of Q4 2020.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2020, filed 2 Feb 2021.