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Gerber Kawasaki Wealth & Investment Management’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-320
Closed -$3K – 393
2021
Q3 		$3K Buy
+320
New +$3.97K ﹤0.01% 818

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q4 2021, closing a stake of 320 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BOE in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 97 funds tracked by Wall St. Rank hold BOE as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 320 BlackRock Enhanced Global Dividend Trust shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's BlackRock Enhanced Global Dividend Trust position peaked at $3K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q4 2021.

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