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Gerber Kawasaki Wealth & Investment Management’s Ingersoll Rand IR Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-529
Closed -$26K – 675
2021
Q3 		$26K Buy
+529
New +$26.9K ﹤0.01% 445

Other funds holding IR

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Ingersoll Rand (IR) in Q4 2021, closing a stake of 529 shares — an estimated $26K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IR in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 662 funds tracked by Wall St. Rank hold IR as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Ingersoll Rand position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 529 Ingersoll Rand shares in Q4 2021, an estimated $26K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Ingersoll Rand in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Ingersoll Rand position peaked at $26K in Q3 2021.
  • 662 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2021.

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