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WealthSource Partners’s Gilead Sciences GILD Stock Holding History

WealthSource Partners’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$557K Sell
6,872
-184
-3% -$14.3K 0.04% 299
2023
Q3 		$529K Buy
7,056
+43
+0.6% +$3.31K 0.04% 296
2023
Q2 		$541K Sell
7,013
-1,631
-19% -$130K 0.04% 300
2023
Q1 		$717K Buy
8,644
+120
+1% +$9.94K 0.05% 238
2022
Q4 		$732K Sell
8,524
-1,367
-14% -$108K 0.05% 237
2022
Q3 		$610K Buy
9,891
+510
+5% +$32.2K 0.05% 264
2022
Q2 		$580K Sell
9,381
-319
-3% -$19.8K 0.04% 280
2022
Q1 		$577K Buy
9,700
+9
+0.1% +$575 0.04% 317
2021
Q4 		$704K Buy
9,691
+1,322
+16% +$91.1K 0.06% 253
2021
Q3 		$585K Sell
8,369
-939
-10% -$66K 0.05% 262
2021
Q2 		$641K Buy
9,308
+5,109
+122% +$341K 0.06% 234
2021
Q1 		$271K Sell
4,199
-2,416
-37% -$156K 0.03% 352
2020
Q4 		$385K Buy
6,615
+418
+7% +$25.2K 0.04% 247
2020
Q3 		$392K Buy
6,197
+677
+12% +$46.9K 0.05% 224
2020
Q2 		$425K Sell
5,520
-1,203
-18% -$92.2K 0.06% 203
2020
Q1 		$503K Sell
6,723
-944
-12% -$65.2K 0.08% 169
2019
Q4 		$498K Sell
7,667
-6,109
-44% -$398K 0.07% 232
2019
Q3 		$873K Sell
13,776
-503
-4% -$32.9K 0.13% 162
2019
Q2 		$965K Buy
14,279
+8,976
+169% +$590K 0.15% 142
2019
Q1 		$345K Buy
+5,303
New +$352K 0.08% 232
2018
Q3 		– Sell
-2,911
Closed -$206K – 330
2018
Q2 		$206K Buy
+2,911
New +$206K 0.06% 280
2017
Q1 		– Sell
-5,263
Closed -$377K – 295
2016
Q4 		$377K Sell
5,263
-562
-10% -$41.8K 0.16% 132
2016
Q3 		$461K Sell
5,825
-298
-5% -$24.2K 0.17% 125
2016
Q2 		$511K Buy
6,123
+885
+17% +$78.5K 0.19% 113
2016
Q1 		$481K Buy
+5,238
New +$472K 0.2% 106

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthSource Partners's GILD Position: Q4 2023 in Review

WealthSource Partners reduced its Gilead Sciences (GILD) stake by 2.6% in Q4 2023, selling an estimated $14.3K and leaving 6,872 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #299.

WealthSource Partners first reported a position in GILD in Q1 2016 and has held it in 25 quarters since. The position peaked at $965K in Q2 2019. 1,776 funds tracked by Wall St. Rank hold GILD as of Q4 2023.

  • WealthSource Partners held 6,872 shares of Gilead Sciences worth $557K as of Q4 2023.
  • WealthSource Partners sold 184 Gilead Sciences shares in Q4 2023, an estimated $14.3K.
  • Gilead Sciences made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #299 holding.
  • WealthSource Partners first reported a position in Gilead Sciences in Q1 2016 and has held it in 25 quarters since.
  • WealthSource Partners's Gilead Sciences position peaked at $965K in Q2 2019.
  • 1,776 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.