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

Gerber Kawasaki Wealth & Investment Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,149
Closed -$31K – 395
2021
Q3 		$31K Buy
+1,149
New +$28.8K ﹤0.01% 396
2018
Q4 		– Sell
-6,950
Closed -$310K – 114
2018
Q3 		$310K Buy
+6,950
New +$291K 0.08% 90

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of BP (BP) in Q4 2021, closing a stake of 1,149 shares — an estimated $31K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BP in Q3 2018 and held it in 2 quarters. The position peaked at $310K in Q3 2018. 1,001 funds tracked by Wall St. Rank hold BP as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BP position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,149 BP shares in Q4 2021, an estimated $31K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BP in Q3 2018 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's BP position peaked at $310K in Q3 2018.
  • 1,001 funds tracked by Wall St. Rank held BP as of Q4 2021.

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