GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Invesco IVZ Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-919
Closed -$22K – 682
2021
Q3 		$22K Buy
+919
New +$23K ﹤0.01% 485

Other funds holding IVZ

TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Invesco (IVZ) in Q4 2021, closing a stake of 919 shares — an estimated $22K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IVZ in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 566 funds tracked by Wall St. Rank hold IVZ as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 919 Invesco shares in Q4 2021, an estimated $22K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Invesco position peaked at $22K in Q3 2021.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q4 2021.

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