Benjamin F. Edwards & Company’s AdvisorShares Gerber Kawasaki ETF GK Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q1	–	Sell	-334	Closed	-$6K	–	2158
2023 Q4	$6K	Buy	+334	New	+$5.64K	﹤0.01%	1802

Other funds holding GK

GKWIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's GK Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of AdvisorShares Gerber Kawasaki ETF (GK) in Q1 2024, closing a stake of 334 shares — an estimated $6K sold.

Benjamin F. Edwards & Company first reported a position in GK in Q4 2023 and held it in 1 quarter. The position peaked at $6K in Q4 2023. 3 funds tracked by Wall St. Rank hold GK as of Q1 2024.

Benjamin F. Edwards & Company reported no remaining AdvisorShares Gerber Kawasaki ETF position as of Q1 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 334 AdvisorShares Gerber Kawasaki ETF shares in Q1 2024, an estimated $6K.
Benjamin F. Edwards & Company first reported a position in AdvisorShares Gerber Kawasaki ETF in Q4 2023 and held it in 1 quarter.
Benjamin F. Edwards & Company's AdvisorShares Gerber Kawasaki ETF position peaked at $6K in Q4 2023.
3 funds tracked by Wall St. Rank held AdvisorShares Gerber Kawasaki ETF as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.