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Gerber Kawasaki Wealth & Investment Management’s Global X SuperDividend US ETF DIV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio DIV Stock Details DIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-208
Closed -$4K – 493
2021
Q3 		$4K Buy
+208
New +$4.11K ﹤0.01% 782

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2021, closing a stake of 208 shares — an estimated $4K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DIV in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 100 funds tracked by Wall St. Rank hold DIV as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Global X SuperDividend US ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 208 Global X SuperDividend US ETF shares in Q4 2021, an estimated $4K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Global X SuperDividend US ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Global X SuperDividend US ETF position peaked at $4K in Q3 2021.
  • 100 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2021.

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