WealthPLAN Partners’s GSK GSK Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-1,143	Closed	-$40.7K	–	635
2023 Q2	$40.7K	Sell	1,143 -159	-12%	-$5.7K	0.01%	549
2023 Q1	$46.3K	Buy	+1,302	New	+$45.6K	0.01%	574
2017 Q2	–	Sell	-1,010	Closed	-$52.9K	–	280
2017 Q1	$52.9K	Buy	+1,010	New	+$51.2K	0.18%	108
2016 Q3	$243K	Sell	4,470 -3,966	-47%	-$217K	0.08%	133
2016 Q2	$221K	Buy	+8,436	New	+$444K	0.03%	352
2015 Q4	$27.3K	Buy	+1,419	New	+$72.3K	﹤0.01%	797

Other funds holding GSK

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return