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Gerber Kawasaki Wealth & Investment Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio FAN Stock Details FAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-400
Closed -$8K – 545
2021
Q3 		$8K Buy
+400
New +$8.61K ﹤0.01% 679

Other funds holding FAN

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 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 FAN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2021, closing a stake of 400 shares — an estimated $8K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FAN in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 120 funds tracked by Wall St. Rank hold FAN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining First Trust Global Wind Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 400 First Trust Global Wind Energy ETF shares in Q4 2021, an estimated $8K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in First Trust Global Wind Energy ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's First Trust Global Wind Energy ETF position peaked at $8K in Q3 2021.
  • 120 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2021.

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