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Gerber Kawasaki Wealth & Investment Management’s Global X ClimateTech ETF CTEC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio CTEC Stock Details CTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,031
Closed -$111K – 269
2023
Q3 		$111K Sell
2,031
-33,576
-94% -$2.2M 0.01% 246
2023
Q2 		$2.62M Buy
35,607
+2,507
+8% +$185K 0.18% 85
2023
Q1 		$2.63M Buy
33,100
+742
+2% +$58.7K 0.21% 80
2022
Q4 		$2.36M Buy
32,358
+16,478
+104% +$1.22M 0.21% 85
2022
Q3 		$1.1M Buy
15,880
+13,254
+505% +$1.03M 0.1% 108
2022
Q2 		$189K Sell
2,626
-1,673
-39% -$121K 0.02% 232
2022
Q1 		$357K Sell
4,299
-4,895
-53% -$380K 0.03% 182
2021
Q4 		$808K Sell
9,194
-11,428
-55% -$1.13M 0.06% 126
2021
Q3 		$1.92M Buy
20,622
+2,262
+12% +$221K 0.25% 54
2021
Q2 		$1.91M Buy
+18,360
New +$1.81M 0.2% 78

Other funds holding CTEC

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CTEC Position: Q4 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Global X ClimateTech ETF (CTEC) in Q4 2023, closing a stake of 2,031 shares — an estimated $111K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CTEC in Q2 2021 and held it in 10 quarters. The position peaked at $2.63M in Q1 2023. 31 funds tracked by Wall St. Rank hold CTEC as of Q4 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Global X ClimateTech ETF position as of Q4 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,031 Global X ClimateTech ETF shares in Q4 2023, an estimated $111K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Global X ClimateTech ETF in Q2 2021 and held it in 10 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Global X ClimateTech ETF position peaked at $2.63M in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q4 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.