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	–	278
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 $191B AUM 17.5% 1-Year Est. Return

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

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

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

JEST

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

WealthPLAN Partners's GSK Position: Q3 2023 in Review

WealthPLAN Partners sold out of GSK (GSK) in Q3 2023, closing a stake of 1,143 shares — an estimated $40.7K sold.

WealthPLAN Partners first reported a position in GSK in Q4 2015 and held it in 6 quarters. The position peaked at $243K in Q3 2016. 846 funds tracked by Wall St. Rank hold GSK as of Q3 2023.

WealthPLAN Partners reported no remaining GSK position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,143 GSK shares in Q3 2023, an estimated $40.7K.
WealthPLAN Partners first reported a position in GSK in Q4 2015 and held it in 6 quarters.
WealthPLAN Partners's GSK position peaked at $243K in Q3 2016.
846 funds tracked by Wall St. Rank held GSK as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.