Sutton Wealth Advisors’s GSK GSK Stock Holding History

Sutton 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
2023 Q3	$227K	Sell	6,275 -46	-0.7%	-$1.63K	0.11%	98
2023 Q2	$225K	Buy	6,321 +425	+7%	+$15.2K	0.11%	98
2023 Q1	$210K	Hold	5,896	–	–	0.11%	98
2022 Q4	$207K	Sell	5,896 -2,167	-27%	-$72.2K	0.08%	169
2022 Q3	$237K	Buy	8,063 +5,757	+250%	+$218K	0.1%	150
2022 Q2	$125K	Buy	2,306 +1,097	+91%	+$60.6K	0.05%	212
2022 Q1	$65.8K	Buy	1,209 +1,098	+989%	+$59.6K	0.02%	332
2021 Q4	$6.13K	Hold	111	–	–	﹤0.01%	1041
2021 Q3	$5.31K	Hold	111	–	–	﹤0.01%	1045
2021 Q2	$5.54K	Hold	111	–	–	﹤0.01%	1030
2021 Q1	$4.96K	Sell	111 -7	-6%	-$318	﹤0.01%	1016
2020 Q4	$5.45K	Buy	118 +7	+6%	+$322	﹤0.01%	962
2020 Q3	$5.23K	Hold	111	–	–	﹤0.01%	919
2020 Q2	$5.67K	Hold	111	–	–	﹤0.01%	838
2020 Q1	$5.27K	Hold	111	–	–	﹤0.01%	806
2019 Q4	$6.53K	Hold	111	–	–	﹤0.01%	905
2019 Q3	$5.93K	Hold	111	–	–	﹤0.01%	913
2019 Q2	$5.56K	Sell	111 -96	-46%	-$4.82K	﹤0.01%	909
2019 Q1	$10.8K	Hold	207	–	–	0.01%	768
2018 Q4	$9.9K	Sell	207 -263	-56%	-$13K	0.01%	746
2018 Q3	$23.6K	Hold	470	–	–	0.02%	525
2018 Q2	$23.7K	Hold	470	–	–	0.02%	537
2018 Q1	$22.9K	Hold	470	–	–	0.02%	518
2017 Q4	$20.8K	Sell	470 -266	-36%	-$12.3K	0.02%	546
2017 Q3	$37.4K	Hold	736	–	–	0.03%	344
2017 Q2	$39.7K	Hold	736	–	–	0.03%	310
2017 Q1	$38.8K	Hold	736	–	–	0.03%	309
2016 Q4	$35.4K	Buy	736 +65	+10%	+$3.21K	0.03%	327
2016 Q3	$36.2K	Hold	671	–	–	0.03%	310
2016 Q2	$36.4K	Hold	671	–	–	0.03%	295
2016 Q1	$34K	Buy	+671	New	+$33.4K	0.03%	312

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

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 $1.25B AUM 41.83% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sutton Wealth Advisors's GSK Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its GSK (GSK) stake by 0.73% in Q3 2023, selling an estimated $1.63K and leaving 6,275 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #98.

Sutton Wealth Advisors first reported a position in GSK in Q1 2016 and has held it in 31 quarters since. The position peaked at $237K in Q3 2022. 847 funds tracked by Wall St. Rank hold GSK as of Q3 2023.

Sutton Wealth Advisors held 6,275 shares of GSK worth $227K as of Q3 2023.
Sutton Wealth Advisors sold 46 GSK shares in Q3 2023, an estimated $1.63K.
GSK made up 0.11% of Sutton Wealth Advisors's portfolio in Q3 2023, its #98 holding.
Sutton Wealth Advisors first reported a position in GSK in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's GSK position peaked at $237K in Q3 2022.
847 funds tracked by Wall St. Rank held GSK as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.