Gerber Kawasaki Wealth & Investment Management’s DigitalBridge DBRG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio DBRG Stock Details DBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,500	Closed	-$60K	–	473
2021 Q3	$60K	Hold	2,500	–	–	0.01%	294
2021 Q2	$79K	Hold	2,500	–	–	0.01%	242
2021 Q1	$64K	Hold	2,500	–	–	0.01%	216
2020 Q4	$48K	Buy	+2,500	New	+$40K	0.01%	176
2018 Q1	–	Sell	-123,710	Closed	-$5.65M	–	120
2017 Q4	$5.65M	Sell	123,710 -63,890	-34%	-$3.14M	1.95%	15
2017 Q3	$9.36M	Sell	187,600 -330	-0.2%	-$18K	3.41%	8
2017 Q2	$10.8M	Buy	187,930 +25,372	+16%	+$1.38M	4.1%	7
2017 Q1	$8.47M	Buy	162,558 +143,305	+744%	+$8.05M	3.64%	6
2016 Q4	$1.15M	Buy	+19,253	New	+$1.09M	0.61%	41

Other funds holding DBRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of DigitalBridge (DBRG) in Q4 2021, closing a stake of 2,500 shares — an estimated $60K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DBRG in Q4 2016 and held it in 9 quarters. The position peaked at $10.8M in Q2 2017. 333 funds tracked by Wall St. Rank hold DBRG as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining DigitalBridge position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 2,500 DigitalBridge shares in Q4 2021, an estimated $60K.
Gerber Kawasaki Wealth & Investment Management first reported a position in DigitalBridge in Q4 2016 and held it in 9 quarters.
Gerber Kawasaki Wealth & Investment Management's DigitalBridge position peaked at $10.8M in Q2 2017.
333 funds tracked by Wall St. Rank held DigitalBridge as of Q4 2021.

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