Bank of Montreal’s AdvisorShares Gerber Kawasaki ETF GK Stock Holding History

Bank of Montreal’s Portfolio GK Stock Details GK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-360	Closed	-$6.46K	–	3972
2023 Q2	$6.46K	Sell	360 -358	-50%	-$6.02K	﹤0.01%	3836
2023 Q1	$12.2K	Buy	+718	New	+$11.8K	﹤0.01%	3594

Other funds holding GK

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal's GK Position: Q3 2023 in Review

Bank of Montreal sold out of AdvisorShares Gerber Kawasaki ETF (GK) in Q3 2023, closing a stake of 360 shares — an estimated $6.46K sold.

Bank of Montreal first reported a position in GK in Q1 2023 and held it in 2 quarters. The position peaked at $12.2K in Q1 2023. 3 funds tracked by Wall St. Rank hold GK as of Q3 2023.

Bank of Montreal reported no remaining AdvisorShares Gerber Kawasaki ETF position as of Q3 2023 after selling out during the quarter.
Bank of Montreal sold 360 AdvisorShares Gerber Kawasaki ETF shares in Q3 2023, an estimated $6.46K.
Bank of Montreal first reported a position in AdvisorShares Gerber Kawasaki ETF in Q1 2023 and held it in 2 quarters.
Bank of Montreal's AdvisorShares Gerber Kawasaki ETF position peaked at $12.2K in Q1 2023.
3 funds tracked by Wall St. Rank held AdvisorShares Gerber Kawasaki ETF as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.