GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Flowers Foods FLO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,078
Closed -$25K – 563
2021
Q3 		$25K Buy
+1,078
New +$25.6K ﹤0.01% 455

Other funds holding FLO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Flowers Foods (FLO) in Q4 2021, closing a stake of 1,078 shares — an estimated $25K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FLO in Q3 2021 and held it in 1 quarter. The position peaked at $25K in Q3 2021. 379 funds tracked by Wall St. Rank hold FLO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Flowers Foods position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,078 Flowers Foods shares in Q4 2021, an estimated $25K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Flowers Foods in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Flowers Foods position peaked at $25K in Q3 2021.
  • 379 funds tracked by Wall St. Rank held Flowers Foods as of Q4 2021.

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