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Sweet Financial Partners’s Gilead Sciences GILD Stock Holding History

Sweet Financial Partners’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,820
Closed -$234K – 181
2023
Q1 		$234K Hold
2,820
– – 0.06% 159
2022
Q4 		$242K Buy
+2,820
New +$223K 0.07% 150
2022
Q1 		– Sell
-3,096
Closed -$225K – 180
2021
Q4 		$225K Buy
+3,096
New +$213K 0.09% 136

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sweet Financial Partners's GILD Position: Q2 2023 in Review

Sweet Financial Partners sold out of Gilead Sciences (GILD) in Q2 2023, closing a stake of 2,820 shares — an estimated $234K sold.

Sweet Financial Partners first reported a position in GILD in Q4 2021 and held it in 3 quarters. The position peaked at $242K in Q4 2022. 1,701 funds tracked by Wall St. Rank hold GILD as of Q2 2023.

  • Sweet Financial Partners reported no remaining Gilead Sciences position as of Q2 2023 after selling out during the quarter.
  • Sweet Financial Partners sold 2,820 Gilead Sciences shares in Q2 2023, an estimated $234K.
  • Sweet Financial Partners first reported a position in Gilead Sciences in Q4 2021 and held it in 3 quarters.
  • Sweet Financial Partners's Gilead Sciences position peaked at $242K in Q4 2022.
  • 1,701 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2023.

Based on Sweet Financial Partners's 13F filing for Q2 2023, filed 24 Jul 2023.