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Gerber Kawasaki Wealth & Investment Management’s Invesco China Technology ETF CQQQ Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio CQQQ Stock Details CQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,038
Closed -$134K – 448
2021
Q3 		$134K Sell
2,038
-1,272
-38% -$90.9K 0.02% 215
2021
Q2 		$278K Sell
3,310
-1,120
-25% -$90.8K 0.03% 203
2021
Q1 		$360K Buy
4,430
+1,543
+53% +$143K 0.04% 152
2020
Q4 		$237K Buy
+2,887
New +$221K 0.03% 158
2018
Q4 		– Sell
-7,082
Closed -$340K – 116
2018
Q3 		$340K Sell
7,082
-46,369
-87% -$2.37M 0.09% 83
2018
Q2 		$2.95M Sell
53,451
-472
-0.9% -$27.8K 0.88% 30
2018
Q1 		$3.23M Buy
53,923
+1,005
+2% +$63.5K 1.04% 29
2017
Q4 		$3.21M Buy
52,918
+12,400
+31% +$754K 1.11% 29
2017
Q3 		$2.39M Buy
40,518
+25,367
+167% +$1.35M 0.87% 34
2017
Q2 		$714K Buy
+15,151
New +$678K 0.27% 66

Other funds holding CQQQ

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Invesco China Technology ETF (CQQQ) in Q4 2021, closing a stake of 2,038 shares — an estimated $134K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CQQQ in Q2 2017 and held it in 10 quarters. The position peaked at $3.23M in Q1 2018. 116 funds tracked by Wall St. Rank hold CQQQ as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco China Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,038 Invesco China Technology ETF shares in Q4 2021, an estimated $134K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco China Technology ETF in Q2 2017 and held it in 10 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Invesco China Technology ETF position peaked at $3.23M in Q1 2018.
  • 116 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q4 2021.

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