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Gerber Kawasaki Wealth & Investment Management’s Compass Diversified CODI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-820
Closed -$23K – 440
2021
Q3 		$23K Buy
+820
New +$22.5K ﹤0.01% 470

Other funds holding CODI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Compass Diversified (CODI) in Q4 2021, closing a stake of 820 shares — an estimated $23K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CODI in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 192 funds tracked by Wall St. Rank hold CODI as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Compass Diversified position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 820 Compass Diversified shares in Q4 2021, an estimated $23K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Compass Diversified in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Compass Diversified position peaked at $23K in Q3 2021.
  • 192 funds tracked by Wall St. Rank held Compass Diversified as of Q4 2021.

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