TCI Wealth Advisors’s GSK GSK Stock Holding History

TCI 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 Q2	–	Sell	-1,444	Closed	-$51.4K	–	1037
2023 Q1	$51.4K	Sell	1,444 -187	-11%	-$6.54K	0.01%	426
2022 Q4	$57.3K	Buy	1,631 +200	+14%	+$6.66K	0.01%	369
2022 Q3	$42K	Sell	1,431 -58	-4%	-$2.2K	0.01%	413
2022 Q2	$81K	Buy	1,489 +58	+4%	+$3.2K	0.01%	281
2022 Q1	$78K	Hold	1,431	–	–	0.01%	307
2021 Q4	$79K	Hold	1,431	–	–	0.01%	305
2021 Q3	$68K	Sell	1,431 -994	-41%	-$49.9K	0.01%	352
2021 Q2	$121K	Hold	2,425	–	–	0.02%	245
2021 Q1	$108K	Hold	2,425	–	–	0.05%	227
2020 Q4	$112K	Sell	2,425 -8,210	-77%	-$377K	0.05%	216
2020 Q3	$500K	Sell	10,635 -328	-3%	-$16.4K	0.2%	83
2020 Q2	$559K	Buy	10,963 +328	+3%	+$16.8K	0.24%	71
2020 Q1	$504K	Sell	10,635 -202	-2%	-$10.8K	0.25%	74
2019 Q4	$637K	Buy	10,837 +55	+0.5%	+$3.06K	0.25%	72
2019 Q3	$575K	Hold	10,782	–	–	0.26%	71
2019 Q2	$539K	Sell	10,782 -2,583	-19%	-$130K	0.24%	76
2019 Q1	$698K	Hold	13,365	–	–	0.31%	69
2018 Q4	$638K	Sell	13,365 -23	-0.2%	-$1.13K	0.31%	67
2018 Q3	$672K	Sell	13,388 -69	-0.5%	-$3.51K	0.28%	70
2018 Q2	$678K	Buy	13,457 +92	+0.7%	+$4.63K	0.3%	69
2018 Q1	$653K	Sell	13,365 -146	-1%	-$6.8K	0.3%	69
2017 Q4	$599K	Sell	13,511 -809	-6%	-$37.4K	0.26%	77
2017 Q3	$727K	Hold	14,320	–	–	0.36%	66
2017 Q2	$772K	Sell	14,320 -984	-6%	-$52.5K	0.39%	57
2017 Q1	$807K	Hold	15,304	–	–	0.42%	58
2016 Q4	$737K	Sell	15,304 -116	-0.8%	-$5.73K	0.39%	59
2016 Q3	$831K	Sell	15,420 -878	-5%	-$48.1K	0.45%	55
2016 Q2	$883K	Sell	16,298 -2,276	-12%	-$120K	0.49%	50
2016 Q1	$941K	Sell	18,574 -314	-2%	-$15.6K	0.52%	50
2015 Q4	$953K	Sell	18,888 -197	-1%	-$10K	0.53%	49
2015 Q3	$917K	Hold	19,085	–	–	0.55%	46
2015 Q2	$994K	Sell	19,085 -32	-0.2%	-$1.8K	0.57%	45
2015 Q1	$1.1M	Sell	19,117 -576	-3%	-$33K	0.69%	38
2014 Q4	$1.05M	Sell	19,693 -230	-1%	-$12.9K	0.65%	40
2014 Q3	$1.15M	Hold	19,923	–	–	0.72%	35
2014 Q2	$1.33M	Hold	19,923	–	–	0.8%	31
2014 Q1	$1.33M	Sell	19,923 -1,043	-5%	-$70.5K	0.87%	30
2013 Q4	$1.4M	Buy	20,966 +883	+4%	+$57.3K	0.88%	31
2013 Q3	$1.26M	Hold	20,083	–	–	0.96%	29
2013 Q2	$1.25M	Buy	+20,083	New	+$1.27M	0.95%	29

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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

TCI Wealth Advisors's GSK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of GSK (GSK) in Q2 2023, closing a stake of 1,444 shares — an estimated $51.4K sold.

TCI Wealth Advisors first reported a position in GSK in Q2 2013 and held it in 40 quarters. The position peaked at $1.4M in Q4 2013. 827 funds tracked by Wall St. Rank hold GSK as of Q2 2023.

TCI Wealth Advisors reported no remaining GSK position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,444 GSK shares in Q2 2023, an estimated $51.4K.
TCI Wealth Advisors first reported a position in GSK in Q2 2013 and held it in 40 quarters.
TCI Wealth Advisors's GSK position peaked at $1.4M in Q4 2013.
827 funds tracked by Wall St. Rank held GSK as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.