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Gerber Kawasaki Wealth & Investment Management’s Barclays BCS Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,116
Closed -$21K – 361
2021
Q3 		$21K Buy
+2,116
New +$21.1K ﹤0.01% 493

Other funds holding BCS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Barclays (BCS) in Q4 2021, closing a stake of 2,116 shares — an estimated $21K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BCS in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 288 funds tracked by Wall St. Rank hold BCS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Barclays position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,116 Barclays shares in Q4 2021, an estimated $21K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Barclays in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Barclays position peaked at $21K in Q3 2021.
  • 288 funds tracked by Wall St. Rank held Barclays as of Q4 2021.

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