TRUE Private Wealth Advisors’s GSK GSK Stock Holding History

TRUE Private 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
2024 Q2	–	Sell	-5,341	Closed	-$229K	–	284
2024 Q1	$229K	Buy	+5,341	New	+$220K	0.03%	257
2022 Q3	–	Sell	-55,129	Closed	-$3M	–	229
2022 Q2	$3M	Buy	55,129 +503	+0.9%	+$27.8K	0.44%	40
2022 Q1	$3.08M	Sell	54,626 -2,320	-4%	-$126K	0.43%	44
2021 Q4	$3.14M	Buy	56,946 +555	+1%	+$28.9K	0.45%	42
2021 Q3	$2.69M	Buy	+56,391	New	+$2.83M	0.39%	50
2021 Q1	–	Sell	-1,330	Closed	-$61K	–	427
2020 Q4	$61K	Buy	1,330 +4	+0.3%	+$184	0.01%	328
2020 Q3	$63K	Buy	1,326 +1	+0.1%	+$50	0.01%	306
2020 Q2	$68K	Buy	1,325 +200	+18%	+$10.3K	0.01%	288
2020 Q1	$54K	Hold	1,125	–	–	0.01%	277
2019 Q4	$66K	Buy	+1,125	New	+$62.6K	0.01%	334
2019 Q3	–	Sell	-1,260	Closed	-$63K	–	429
2019 Q2	$63K	Buy	+1,260	New	+$63.2K	0.01%	311
2018 Q4	–	Sell	-1,135	Closed	-$57K	–	525
2018 Q3	$57K	Buy	+1,135	New	+$57.7K	0.01%	446

Other funds holding GSK

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

TRUE Private Wealth Advisors's GSK Position: Q2 2024 in Review

TRUE Private Wealth Advisors sold out of GSK (GSK) in Q2 2024, closing a stake of 5,341 shares — an estimated $229K sold.

TRUE Private Wealth Advisors first reported a position in GSK in Q3 2018 and held it in 12 quarters. The position peaked at $3.14M in Q4 2021. 885 funds tracked by Wall St. Rank hold GSK as of Q2 2024.

TRUE Private Wealth Advisors reported no remaining GSK position as of Q2 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,341 GSK shares in Q2 2024, an estimated $229K.
TRUE Private Wealth Advisors first reported a position in GSK in Q3 2018 and held it in 12 quarters.
TRUE Private Wealth Advisors's GSK position peaked at $3.14M in Q4 2021.
885 funds tracked by Wall St. Rank held GSK as of Q2 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.