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Gerber Kawasaki Wealth & Investment Management’s BHP BHP Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-666
Closed -$31K – 372
2021
Q3 		$31K Buy
+666
New +$40.7K ﹤0.01% 395

Other funds holding BHP

HL
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of BHP (BHP) in Q4 2021, closing a stake of 666 shares — an estimated $31K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BHP in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 504 funds tracked by Wall St. Rank hold BHP as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BHP position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 666 BHP shares in Q4 2021, an estimated $31K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BHP in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's BHP position peaked at $31K in Q3 2021.
  • 504 funds tracked by Wall St. Rank held BHP as of Q4 2021.

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