GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Cedar Fair FUN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,192
Closed -$417K – 266
2022
Q3 		$417K Buy
10,192
+1,992
+24% +$84.8K 0.04% 166
2022
Q2 		$360K Buy
+8,200
New +$398K 0.03% 173

Other funds holding FUN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FUN Position: Q4 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Cedar Fair (FUN) in Q4 2022, closing a stake of 10,192 shares — an estimated $417K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FUN in Q2 2022 and held it in 2 quarters. The position peaked at $417K in Q3 2022. 163 funds tracked by Wall St. Rank hold FUN as of Q4 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Cedar Fair position as of Q4 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 10,192 Cedar Fair shares in Q4 2022, an estimated $417K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Cedar Fair in Q2 2022 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Cedar Fair position peaked at $417K in Q3 2022.
  • 163 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2022, filed 8 Feb 2023.