GKWIM
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Gerber Kawasaki Wealth & Investment Management’s BrightView Holdings BV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,974
Closed -$29K – 405
2021
Q3 		$29K Buy
+1,974
New +$30.1K ﹤0.01% 408

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MP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of BrightView Holdings (BV) in Q4 2021, closing a stake of 1,974 shares — an estimated $29K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BV in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 118 funds tracked by Wall St. Rank hold BV as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BrightView Holdings position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,974 BrightView Holdings shares in Q4 2021, an estimated $29K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BrightView Holdings in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's BrightView Holdings position peaked at $29K in Q3 2021.
  • 118 funds tracked by Wall St. Rank held BrightView Holdings as of Q4 2021.

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