Traverso Chambers Private Wealth Management’s GSK GSK Stock Holding History

Traverso Chambers Private 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
2023 Q4	$618K	Sell	16,681 -317	-2%	-$11.4K	0.15%	68
2023 Q3	$616K	Buy	16,998 +739	+5%	+$26.2K	0.16%	64
2023 Q2	$579K	Buy	16,259 +86	+0.5%	+$3.08K	0.15%	65
2023 Q1	$575K	Buy	16,173 +260	+2%	+$9.1K	0.16%	68
2022 Q4	$559K	Buy	15,913 +283	+2%	+$9.43K	0.16%	67
2022 Q3	$460K	Buy	15,630 +3,133	+25%	+$119K	0.14%	73
2022 Q2	$680K	Buy	12,497 +325	+3%	+$17.9K	0.23%	57
2022 Q1	$663K	Sell	12,172 -42	-0.3%	-$2.28K	0.2%	60
2021 Q4	$673K	Buy	12,214 +437	+4%	+$22.7K	0.2%	60
2021 Q3	$563K	Buy	11,777 +427	+4%	+$21.4K	0.18%	65
2021 Q2	$565K	Buy	11,350 +850	+8%	+$40.8K	0.18%	63
2021 Q1	$468K	Buy	10,500 +608	+6%	+$27.6K	0.16%	66
2020 Q4	$455K	Buy	9,892 +658	+7%	+$30.2K	0.16%	61
2020 Q3	$434K	Sell	9,234 -198	-2%	-$9.92K	0.17%	61
2020 Q2	$481K	Buy	9,432 +494	+6%	+$25.3K	0.2%	56
2020 Q1	$423K	Buy	8,938 +224	+3%	+$11.9K	0.2%	59
2019 Q4	$512K	Sell	8,714 -185	-2%	-$10.3K	0.22%	55
2019 Q3	$475K	Buy	8,899 +223	+3%	+$11.5K	0.23%	58
2019 Q2	$444K	Buy	8,676 +3	+0%	+$151	0.22%	58
2019 Q1	$453K	Sell	8,673 -61	-0.7%	-$3.05K	0.22%	58
2018 Q4	$417K	Buy	+8,734	New	+$430K	0.23%	57

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.2B AUM 37.55% 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

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

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

Traverso Chambers Private Wealth Management's GSK Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its GSK (GSK) stake by 1.9% in Q4 2023, selling an estimated $11.4K and leaving 16,681 shares worth $618K. The position accounts for 0.15% of the portfolio, ranked #68.

Traverso Chambers Private Wealth Management first reported a position in GSK in Q4 2018 and has held it in 21 quarters since. The position peaked at $680K in Q2 2022. 895 funds tracked by Wall St. Rank hold GSK as of Q4 2023.

Traverso Chambers Private Wealth Management held 16,681 shares of GSK worth $618K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 317 GSK shares in Q4 2023, an estimated $11.4K.
GSK made up 0.15% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #68 holding.
Traverso Chambers Private Wealth Management first reported a position in GSK in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's GSK position peaked at $680K in Q2 2022.
895 funds tracked by Wall St. Rank held GSK as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.