GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10
Closed – – 557
2021
Q3 		$0 Buy
+10
New +$661 ﹤0.01% 1201

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CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2021, closing a stake of 10 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in FHLC in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 263 funds tracked by Wall St. Rank hold FHLC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 10 Fidelity MSCI Health Care Index ETF shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $0 in Q3 2021.
  • 263 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2021.

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