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Gerber Kawasaki Wealth & Investment Management’s Factset FDS Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-107
Closed -$42K – 552
2021
Q3 		$42K Buy
+107
New +$38.9K 0.01% 344

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Factset (FDS) in Q4 2021, closing a stake of 107 shares — an estimated $42K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FDS in Q3 2021 and held it in 1 quarter. The position peaked at $42K in Q3 2021. 695 funds tracked by Wall St. Rank hold FDS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Factset position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 107 Factset shares in Q4 2021, an estimated $42K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Factset in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Factset position peaked at $42K in Q3 2021.
  • 695 funds tracked by Wall St. Rank held Factset as of Q4 2021.

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