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Gerber Kawasaki Wealth & Investment Management’s Acquirers Small and Micro Deep Value ETF DEEP Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio DEEP Stock Details DEEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-150
Closed -$5K – 480
2021
Q3 		$5K Buy
+150
New +$5.18K ﹤0.01% 755

Other funds holding DEEP

SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Acquirers Small and Micro Deep Value ETF (DEEP) in Q4 2021, closing a stake of 150 shares — an estimated $5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DEEP in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 20 funds tracked by Wall St. Rank hold DEEP as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Acquirers Small and Micro Deep Value ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 150 Acquirers Small and Micro Deep Value ETF shares in Q4 2021, an estimated $5K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Acquirers Small and Micro Deep Value ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Acquirers Small and Micro Deep Value ETF position peaked at $5K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held Acquirers Small and Micro Deep Value ETF as of Q4 2021.

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