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Gerber Kawasaki Wealth & Investment Management’s Allison Transmission ALSN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-201
Closed -$7K – 311
2021
Q3 		$7K Buy
+201
New +$7.67K ﹤0.01% 691

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Allison Transmission (ALSN) in Q4 2021, closing a stake of 201 shares — an estimated $7K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ALSN in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 284 funds tracked by Wall St. Rank hold ALSN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Allison Transmission position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 201 Allison Transmission shares in Q4 2021, an estimated $7K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Allison Transmission in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Allison Transmission position peaked at $7K in Q3 2021.
  • 284 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2021.

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