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Gerber Kawasaki Wealth & Investment Management’s Bank of Marin Bancorp BMRC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BMRC Stock Details BMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,160
Closed -$43K – 389
2021
Q3 		$43K Buy
+1,160
New +$40.4K 0.01% 343

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Bank of Marin Bancorp (BMRC) in Q4 2021, closing a stake of 1,160 shares — an estimated $43K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BMRC in Q3 2021 and held it in 1 quarter. The position peaked at $43K in Q3 2021. 98 funds tracked by Wall St. Rank hold BMRC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Bank of Marin Bancorp position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,160 Bank of Marin Bancorp shares in Q4 2021, an estimated $43K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Bank of Marin Bancorp in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Bank of Marin Bancorp position peaked at $43K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q4 2021.

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