Wealth Alliance Advisory Group’s GSK GSK Stock Holding History

Wealth Alliance Advisory Group’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	-12,575	Closed	-$484K	–	201
2024 Q2	$484K	Sell	12,575 -292	-2%	-$12.3K	0.11%	109
2024 Q1	$552K	Buy	12,867 +61	+0.5%	+$2.52K	0.13%	96
2023 Q4	$475K	Buy	12,806 +63	+0.5%	+$2.26K	0.12%	102
2023 Q3	$462K	Sell	12,743 -1,802	-12%	-$64K	0.14%	94
2023 Q2	$518K	Sell	14,545 -654	-4%	-$23.5K	0.18%	86
2023 Q1	$541K	Buy	15,199 +6,606	+77%	+$231K	0.2%	78
2022 Q4	$302K	Buy	+8,593	New	+$286K	0.12%	116

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

Wealth Alliance Advisory Group's GSK Position: Q3 2024 in Review

Wealth Alliance Advisory Group sold out of GSK (GSK) in Q3 2024, closing a stake of 12,575 shares — an estimated $484K sold.

Wealth Alliance Advisory Group first reported a position in GSK in Q4 2022 and held it in 7 quarters. The position peaked at $552K in Q1 2024. 899 funds tracked by Wall St. Rank hold GSK as of Q3 2024.

Wealth Alliance Advisory Group reported no remaining GSK position as of Q3 2024 after selling out during the quarter.
Wealth Alliance Advisory Group sold 12,575 GSK shares in Q3 2024, an estimated $484K.
Wealth Alliance Advisory Group first reported a position in GSK in Q4 2022 and held it in 7 quarters.
Wealth Alliance Advisory Group's GSK position peaked at $552K in Q1 2024.
899 funds tracked by Wall St. Rank held GSK as of Q3 2024.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2024, filed 18 Oct 2024.