GKWIM
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Gerber Kawasaki Wealth & Investment Management’s ORIX IX Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5
Closed -$1K – 689
2021
Q3 		$1K Buy
+5
New +$92 ﹤0.01% 995

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of ORIX (IX) in Q4 2021, closing a stake of 5 shares — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IX in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 148 funds tracked by Wall St. Rank hold IX as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining ORIX position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5 ORIX shares in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in ORIX in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's ORIX position peaked at $1K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held ORIX as of Q4 2021.

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