GKWIM
AB icon

Gerber Kawasaki Wealth & Investment Management’s AllianceBernstein AB Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$4K – 279
2021
Q3 		$4K Buy
+100
New +$4.93K ﹤0.01% 779

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AB Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of AllianceBernstein (AB) in Q4 2021, closing a stake of 100 shares — an estimated $4K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AB in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 297 funds tracked by Wall St. Rank hold AB as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining AllianceBernstein position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 100 AllianceBernstein shares in Q4 2021, an estimated $4K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in AllianceBernstein in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's AllianceBernstein position peaked at $4K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.