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Gerber Kawasaki Wealth & Investment Management’s Amplify Mobile Payments ETF IPAY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IPAY Stock Details IPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-151
Closed -$10K – 673
2021
Q3 		$10K Buy
+151
New +$10.7K ﹤0.01% 635

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Royal Bank of Canada
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National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2021, closing a stake of 151 shares — an estimated $10K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IPAY in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Amplify Mobile Payments ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 151 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $10K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Amplify Mobile Payments ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Amplify Mobile Payments ETF position peaked at $10K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

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