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Gerber Kawasaki Wealth & Investment Management’s Donaldson DCI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-425
Closed -$24K – 475
2021
Q3 		$24K Buy
+425
New +$27.4K ﹤0.01% 463

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Donaldson (DCI) in Q4 2021, closing a stake of 425 shares — an estimated $24K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DCI in Q3 2021 and held it in 1 quarter. The position peaked at $24K in Q3 2021. 425 funds tracked by Wall St. Rank hold DCI as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Donaldson position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 425 Donaldson shares in Q4 2021, an estimated $24K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Donaldson in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Donaldson position peaked at $24K in Q3 2021.
  • 425 funds tracked by Wall St. Rank held Donaldson as of Q4 2021.

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