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Gerber Kawasaki Wealth & Investment Management’s BlackRock Enhanced International Dividend Trust BGY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BGY Stock Details BGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-201
Closed -$1K – 371
2021
Q3 		$1K Buy
+201
New +$1.28K ﹤0.01% 960

Other funds holding BGY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of BlackRock Enhanced International Dividend Trust (BGY) in Q4 2021, closing a stake of 201 shares — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BGY in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 91 funds tracked by Wall St. Rank hold BGY as of Q4 2021.

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

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