GKWIM
CCF

Gerber Kawasaki Wealth & Investment Management’s Chase Corporation CCF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-178
Closed -$18K – 1201
2021
Q3 		$18K Buy
+178
New +$19.8K ﹤0.01% 537

Other funds holding CCF

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Chase Corporation (CCF) in Q4 2021, closing a stake of 178 shares — an estimated $18K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CCF in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 118 funds tracked by Wall St. Rank hold CCF as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Chase Corporation position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 178 Chase Corporation shares in Q4 2021, an estimated $18K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Chase Corporation in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Chase Corporation position peaked at $18K in Q3 2021.
  • 118 funds tracked by Wall St. Rank held Chase Corporation as of Q4 2021.

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