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Gerber Kawasaki Wealth & Investment Management’s First Trust Water ETF FIW Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-435
Closed -$37K – 560
2021
Q3 		$37K Buy
+435
New +$38.1K ﹤0.01% 361

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of First Trust Water ETF (FIW) in Q4 2021, closing a stake of 435 shares — an estimated $37K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FIW in Q3 2021 and held it in 1 quarter. The position peaked at $37K in Q3 2021. 237 funds tracked by Wall St. Rank hold FIW as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining First Trust Water ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 435 First Trust Water ETF shares in Q4 2021, an estimated $37K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in First Trust Water ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's First Trust Water ETF position peaked at $37K in Q3 2021.
  • 237 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2021.

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