Tradition Wealth Management’s GSK GSK Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-2,878	Closed	-$107K	–	721
2023 Q4	$107K	Sell	2,878 -160	-5%	-$5.74K	0.01%	449
2023 Q3	$110K	Sell	3,038 -18	-0.6%	-$639	0.01%	418
2023 Q2	$109K	Buy	3,056 +45	+1%	+$1.61K	0.01%	432
2023 Q1	$107K	Hold	3,011	–	–	0.01%	425
2022 Q4	$106K	Sell	3,011 -1,076	-26%	-$35.8K	0.02%	359
2022 Q3	$120K	Buy	4,087 +677	+20%	+$25.7K	0.02%	329
2022 Q2	$186K	Buy	3,410 +1,472	+76%	+$81.3K	0.03%	270
2022 Q1	$106K	Buy	1,938 +1	+0.1%	+$54	0.01%	393
2021 Q4	$107K	Buy	1,937 +2	+0.1%	+$104	0.01%	392
2021 Q3	$92K	Buy	1,935 +1	+0.1%	+$50	0.01%	387
2021 Q2	$96K	Buy	1,934 +1	+0.1%	+$48	0.01%	397
2021 Q1	$86K	Buy	1,933 +2	+0.1%	+$91	0.01%	342
2020 Q4	$89K	Buy	+1,931	New	+$88.7K	0.02%	313

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

JEST

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

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

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

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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

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

Tradition Wealth Management's GSK Position: Q1 2024 in Review

Tradition Wealth Management sold out of GSK (GSK) in Q1 2024, closing a stake of 2,878 shares — an estimated $107K sold.

Tradition Wealth Management first reported a position in GSK in Q4 2020 and held it in 13 quarters. The position peaked at $186K in Q2 2022. 910 funds tracked by Wall St. Rank hold GSK as of Q1 2024.

Tradition Wealth Management reported no remaining GSK position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 2,878 GSK shares in Q1 2024, an estimated $107K.
Tradition Wealth Management first reported a position in GSK in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's GSK position peaked at $186K in Q2 2022.
910 funds tracked by Wall St. Rank held GSK as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.