GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed -$1K – 661
2021
Q3 		$1K Buy
+1
New +$17 ﹤0.01% 986

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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Invesco Value Municipal Income Trust (IIM) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IIM in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 84 funds tracked by Wall St. Rank hold IIM as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco Value Municipal Income Trust position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Invesco Value Municipal Income Trust share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco Value Municipal Income Trust in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Invesco Value Municipal Income Trust position peaked at $1K in Q3 2021.
  • 84 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q4 2021.

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