Gerber Kawasaki Wealth & Investment Management’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-50,150
| Closed | -$478K | – | 281 |
|
|
2023
Q3 | $478K | Sell |
50,150
-11,000
| -18% | -$104K | 0.03% | 161 |
|
|
2023
Q2 | $572K | Hold |
61,150
| – | – | 0.04% | 156 |
|
|
2023
Q1 | $562K | Sell |
61,150
-46,207
| -43% | -$425K | 0.04% | 158 |
|
|
2022
Q4 | $974K | Sell |
107,357
-29,900
| -22% | -$271K | 0.09% | 124 |
|
|
2022
Q3 | $1.24M | Buy |
137,257
+3,000
| +2% | +$27.3K | 0.12% | 101 |
|
|
2022
Q2 | $1.19M | Sell |
134,257
-16,006
| -11% | -$148K | 0.11% | 103 |
|
|
2022
Q1 | $1.47M | Buy |
150,263
+40,213
| +37% | +$389K | 0.12% | 92 |
|
|
2021
Q4 | $1.1M | Buy |
110,050
+110,016
| +323,576% | +$1.1M | 0.09% | 101 |
|
|
2021
Q3 | $34K | Sell |
34
-105,716
| -100% | -$1.05M | ﹤0.01% | 377 |
|
|
2021
Q2 | $1.05M | Buy |
105,750
+27,500
| +35% | +$276K | 0.11% | 99 |
|
|
2021
Q1 | $778K | Buy |
78,250
+27,500
| +54% | +$273K | 0.09% | 106 |
|
|
2020
Q4 | $486K | Sell |
50,750
-7,000
| -12% | -$66.7K | 0.07% | 116 |
|
|
2020
Q3 | $546K | Buy |
57,750
+350
| +0.6% | +$3.28K | 0.12% | 76 |
|
|
2020
Q2 | $533K | Buy |
57,400
+18,900
| +49% | +$177K | 0.12% | 82 |
|
|
2020
Q1 | $318K | Buy |
38,500
+15,000
| +64% | +$151K | 0.09% | 97 |
|
|
2019
Q4 | $254K | Buy |
23,500
+6,500
| +38% | +$69.1K | 0.06% | 105 |
|
|
2019
Q3 | $175K | Buy |
+17,000
| New | +$177K | 0.05% | 120 |
|
Gerber Kawasaki Wealth & Investment Management's JHAA Position: Q4 2023 in Review
Gerber Kawasaki Wealth & Investment Management sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q4 2023, closing a stake of 50,150 shares — an estimated $478K sold.
Gerber Kawasaki Wealth & Investment Management first reported a position in JHAA in Q3 2019 and held it in 17 quarters. The position peaked at $1.47M in Q1 2022. 0 funds tracked by Wall St. Rank hold JHAA as of Q4 2023.
- Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q4 2023 after selling out during the quarter.
- Gerber Kawasaki Wealth & Investment Management sold 50,150 Nuveen Corporate Income 2023 Target Term Fund shares in Q4 2023, an estimated $478K.
- Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q3 2019 and held it in 17 quarters.
- Gerber Kawasaki Wealth & Investment Management's Nuveen Corporate Income 2023 Target Term Fund position peaked at $1.47M in Q1 2022.
- 0 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q4 2023.
Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.