Concourse Financial Group Securities’s AdvisorShares Gerber Kawasaki ETF GK Stock Holding History

Concourse Financial Group Securities’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
2022 Q2	–	Sell	-114	Closed	-$2.13K	–	2225
2022 Q1	$3K	Hold	114	–	–	﹤0.01%	1952
2021 Q4	$3K	Hold	114	–	–	﹤0.01%	2133
2021 Q3	$3K	Buy	+114	New	+$2.92K	﹤0.01%	2178

Other funds holding GK

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

KTC

Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's GK Position: Q2 2022 in Review

Concourse Financial Group Securities sold out of AdvisorShares Gerber Kawasaki ETF (GK) in Q2 2022, closing a stake of 114 shares — an estimated $2.13K sold.

Concourse Financial Group Securities first reported a position in GK in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 3 funds tracked by Wall St. Rank hold GK as of Q2 2022.

Concourse Financial Group Securities reported no remaining AdvisorShares Gerber Kawasaki ETF position as of Q2 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 114 AdvisorShares Gerber Kawasaki ETF shares in Q2 2022, an estimated $2.13K.
Concourse Financial Group Securities first reported a position in AdvisorShares Gerber Kawasaki ETF in Q3 2021 and held it in 3 quarters.
Concourse Financial Group Securities's AdvisorShares Gerber Kawasaki ETF position peaked at $3K in Q1 2022.
3 funds tracked by Wall St. Rank held AdvisorShares Gerber Kawasaki ETF as of Q2 2022.

Based on Concourse Financial Group Securities's 13F filing for Q2 2022, filed 9 Aug 2022.