GKWIM
BBL

Gerber Kawasaki Wealth & Investment Management’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BBL Stock Details BBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-349
Closed -$17K – 1266
2021
Q3 		$17K Buy
+349
New +$21K ﹤0.01% 546

Other funds holding BBL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q4 2021, closing a stake of 349 shares — an estimated $17K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BBL in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 234 funds tracked by Wall St. Rank hold BBL as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 349 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q4 2021, an estimated $17K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $17K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q4 2021.

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