GKWIM
CS

Gerber Kawasaki Wealth & Investment Management’s Credit Suisse Group CS Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,717
Closed -$16K – 1214
2021
Q3 		$16K Buy
+1,717
New +$17.5K ﹤0.01% 564

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Credit Suisse Group (CS) in Q4 2021, closing a stake of 1,717 shares — an estimated $16K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CS in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 199 funds tracked by Wall St. Rank hold CS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Credit Suisse Group position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,717 Credit Suisse Group shares in Q4 2021, an estimated $16K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Credit Suisse Group in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Credit Suisse Group position peaked at $16K in Q3 2021.
  • 199 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2021.

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