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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return