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Xcel Wealth Management’s GSK GSK Stock Holding History

Xcel Wealth Management’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
2022
Q3 		– Sell
-23,366
Closed -$1.27M – 126
2022
Q2 		$1.27M Sell
23,366
-3,039
-12% -$168K 0.46% 50
2022
Q1 		$1.44M Buy
26,405
+948
+4% +$51.5K 0.39% 63
2021
Q4 		$1.4M Buy
+25,457
New +$1.32M 0.36% 68

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Xcel Wealth Management's GSK Position: Q3 2022 in Review

Xcel Wealth Management sold out of GSK (GSK) in Q3 2022, closing a stake of 23,366 shares — an estimated $1.27M sold.

Xcel Wealth Management first reported a position in GSK in Q4 2021 and held it in 3 quarters. The position peaked at $1.44M in Q1 2022. 742 funds tracked by Wall St. Rank hold GSK as of Q3 2022.

  • Xcel Wealth Management reported no remaining GSK position as of Q3 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 23,366 GSK shares in Q3 2022, an estimated $1.27M.
  • Xcel Wealth Management first reported a position in GSK in Q4 2021 and held it in 3 quarters.
  • Xcel Wealth Management's GSK position peaked at $1.44M in Q1 2022.
  • 742 funds tracked by Wall St. Rank held GSK as of Q3 2022.

Based on Xcel Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.