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WealthPlan Investment Management’s GSK GSK Stock Holding History

WealthPlan Investment 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
Q2 		– Sell
-1,168
Closed -$41.6K – 408
2023
Q1 		$41.6K Buy
+1,168
New +$40.9K 0.01% 259

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's GSK Position: Q2 2023 in Review

WealthPlan Investment Management sold out of GSK (GSK) in Q2 2023, closing a stake of 1,168 shares — an estimated $41.6K sold.

WealthPlan Investment Management first reported a position in GSK in Q1 2023 and held it in 1 quarter. The position peaked at $41.6K in Q1 2023. 827 funds tracked by Wall St. Rank hold GSK as of Q2 2023.

  • WealthPlan Investment Management reported no remaining GSK position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,168 GSK shares in Q2 2023, an estimated $41.6K.
  • WealthPlan Investment Management first reported a position in GSK in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's GSK position peaked at $41.6K in Q1 2023.
  • 827 funds tracked by Wall St. Rank held GSK as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.