WIA
GSK icon

Wealthstreet Investment Advisors’s GSK GSK Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-5,381
Closed -$240K – 186
2021
Q1 		$240K Buy
5,381
+40
+0.7% +$1.82K 0.02% 333
2020
Q4 		$246K Buy
5,341
+21
+0.4% +$965 0.02% 319
2020
Q3 		$250K Sell
5,320
-364
-6% -$18.2K 0.03% 296
2020
Q2 		$290K Sell
5,684
-970
-15% -$49.8K 0.04% 277
2020
Q1 		$315K Sell
6,654
-834
-11% -$44.5K 0.05% 239
2019
Q4 		$440K Hold
7,488
– – 0.05% 244
2019
Q3 		$417K Buy
7,488
+490
+7% +$25.2K 0.05% 244
2019
Q2 		$350K Sell
6,998
-40
-0.6% -$2.01K 0.05% 263
2019
Q1 		$368K Sell
7,038
-400
-5% -$20K 0.05% 261
2018
Q4 		$357K Hold
7,438
– – 0.05% 254
2018
Q3 		$374K Sell
7,438
-80
-1% -$4.07K 0.05% 263
2018
Q2 		$379K Hold
7,518
– – 0.05% 262
2018
Q1 		$367K Buy
7,518
+364
+5% +$17K 0.05% 261
2017
Q4 		$317K Buy
+7,154
New +$330K 0.04% 279

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthstreet Investment Advisors's GSK Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of GSK (GSK) in Q2 2021, closing a stake of 5,381 shares — an estimated $240K sold.

Wealthstreet Investment Advisors first reported a position in GSK in Q4 2017 and held it in 14 quarters. The position peaked at $440K in Q4 2019. 800 funds tracked by Wall St. Rank hold GSK as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining GSK position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,381 GSK shares in Q2 2021, an estimated $240K.
  • Wealthstreet Investment Advisors first reported a position in GSK in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's GSK position peaked at $440K in Q4 2019.
  • 800 funds tracked by Wall St. Rank held GSK as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.