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Sound View Wealth Advisors’s GSK GSK Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$395K Buy
7,562
+224
+3% +$11.2K 0.12% 158
2018
Q4 		$350K Buy
+7,338
New +$361K 0.13% 154

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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's GSK Position: Q1 2019 in Review

Sound View Wealth Advisors increased its GSK (GSK) stake by 3.1% in Q1 2019, buying an estimated $11.2K and bringing the position to 7,562 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #158.

Sound View Wealth Advisors first reported a position in GSK in Q4 2018 and has held it in 2 quarters since. 847 funds tracked by Wall St. Rank hold GSK as of Q1 2019.

  • Sound View Wealth Advisors held 7,562 shares of GSK worth $395K as of Q1 2019.
  • Sound View Wealth Advisors bought 224 GSK shares in Q1 2019, an estimated $11.2K.
  • GSK made up 0.12% of Sound View Wealth Advisors's portfolio in Q1 2019, its #158 holding.
  • Sound View Wealth Advisors first reported a position in GSK in Q4 2018 and has held it in 2 quarters since.
  • 847 funds tracked by Wall St. Rank held GSK as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.