GKWIM
BST icon

Gerber Kawasaki Wealth & Investment Management’s BlackRock Science and Technology Trust BST Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-700
Closed -$36K – 398
2021
Q3 		$36K Buy
+700
New +$37.9K ﹤0.01% 367

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Gerber Kawasaki Wealth & Investment Management sold out of BlackRock Science and Technology Trust (BST) in Q4 2021, closing a stake of 700 shares — an estimated $36K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BST in Q3 2021 and held it in 1 quarter. The position peaked at $36K in Q3 2021. 125 funds tracked by Wall St. Rank hold BST as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BlackRock Science and Technology Trust position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 700 BlackRock Science and Technology Trust shares in Q4 2021, an estimated $36K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BlackRock Science and Technology Trust in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's BlackRock Science and Technology Trust position peaked at $36K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2021.

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