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Triad Financial Advisors’s Gilead Sciences GILD Stock Holding History

Triad Financial Advisors’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
Q1 		– Sell
-3,899
Closed -$335K – 107
2022
Q4 		$335K Buy
3,899
+231
+6% +$18.3K 0.15% 74
2022
Q3 		$226K Buy
3,668
+44
+1% +$2.77K 0.12% 91
2022
Q2 		$224K Buy
3,624
+31
+0.9% +$1.92K 0.12% 94
2022
Q1 		$214K Sell
3,593
-281
-7% -$18K 0.11% 103
2021
Q4 		$281K Buy
+3,874
New +$267K 0.17% 96

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Triad Financial Advisors's GILD Position: Q1 2023 in Review

Triad Financial Advisors sold out of Gilead Sciences (GILD) in Q1 2023, closing a stake of 3,899 shares — an estimated $335K sold.

Triad Financial Advisors first reported a position in GILD in Q4 2021 and held it in 5 quarters. The position peaked at $335K in Q4 2022. 1,735 funds tracked by Wall St. Rank hold GILD as of Q1 2023.

  • Triad Financial Advisors reported no remaining Gilead Sciences position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 3,899 Gilead Sciences shares in Q1 2023, an estimated $335K.
  • Triad Financial Advisors first reported a position in Gilead Sciences in Q4 2021 and held it in 5 quarters.
  • Triad Financial Advisors's Gilead Sciences position peaked at $335K in Q4 2022.
  • 1,735 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.