Triad Wealth Partners’s GSK GSK Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-1,264	Closed	-$48.7K	–	392
2024 Q2	$48.7K	Buy	+1,264	New	+$53.2K	0.03%	234

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

Goldman Sachs New York $871B AUM 31.28% 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

Triad Wealth Partners's GSK Position: Q3 2024 in Review

Triad Wealth Partners sold out of GSK (GSK) in Q3 2024, closing a stake of 1,264 shares — an estimated $48.7K sold.

Triad Wealth Partners first reported a position in GSK in Q2 2024 and held it in 1 quarter. The position peaked at $48.7K in Q2 2024. 899 funds tracked by Wall St. Rank hold GSK as of Q3 2024.

Triad Wealth Partners reported no remaining GSK position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 1,264 GSK shares in Q3 2024, an estimated $48.7K.
Triad Wealth Partners first reported a position in GSK in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's GSK position peaked at $48.7K in Q2 2024.
899 funds tracked by Wall St. Rank held GSK as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.