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Wealthspire Advisors (Maryland)’s GSK GSK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q2 		– Sell
-4,890
Closed -$232K – 456
2020
Q1 		$232K Sell
4,890
-106
-2% -$5.65K 0.02% 354
2019
Q4 		$293K Buy
4,996
+12
+0.2% +$667 0.02% 382
2019
Q3 		$266K Buy
4,984
+20
+0.4% +$1.03K 0.02% 375
2019
Q2 		$248K Sell
4,964
-411
-8% -$20.6K 0.02% 391
2019
Q1 		$281K Sell
5,375
-411
-7% -$20.5K 0.02% 374
2018
Q4 		$276K Sell
5,786
-65
-1% -$3.2K 0.02% 340
2018
Q3 		$294K Sell
5,851
-312
-5% -$15.9K 0.02% 365
2018
Q2 		$311K Sell
6,163
-625
-9% -$31.5K 0.03% 351
2018
Q1 		$332K Sell
6,788
-689
-9% -$32.1K 0.03% 332
2017
Q4 		$331K Buy
7,477
+2,762
+59% +$128K 0.03% 347
2017
Q3 		$239K Buy
4,715
+99
+2% +$5.02K 0.03% 417
2017
Q2 		$249K Buy
4,616
+2,688
+139% +$143K 0.03% 389
2017
Q1 		$102K Buy
1,928
+602
+45% +$30.5K 0.01% 596
2016
Q4 		$64K Sell
1,326
-2,776
-68% -$137K 0.01% 707
2016
Q3 		$221K Sell
4,102
-96
-2% -$5.26K 0.03% 353
2016
Q2 		$227K Sell
4,198
-160
-4% -$8.43K 0.04% 332
2016
Q1 		$221K Buy
4,358
+493
+13% +$24.6K 0.04% 337
2015
Q4 		$195K Buy
+3,865
New +$197K 0.04% 362

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GSK Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of GSK (GSK) in Q2 2020, closing a stake of 4,890 shares — an estimated $232K sold.

Wealthspire Advisors (Maryland) first reported a position in GSK in Q4 2015 and held it in 18 quarters. The position peaked at $332K in Q1 2018. 840 funds tracked by Wall St. Rank hold GSK as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining GSK position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,890 GSK shares in Q2 2020, an estimated $232K.
  • Wealthspire Advisors (Maryland) first reported a position in GSK in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s GSK position peaked at $332K in Q1 2018.
  • 840 funds tracked by Wall St. Rank held GSK as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.