GKWIM
JPT

Gerber Kawasaki Wealth & Investment Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio JPT Stock Details JPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed -$1K – 1202
2021
Q3 		$1K Buy
+1
New +$25 ﹤0.01% 1139

Other funds holding JPT

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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JPT in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 31 funds tracked by Wall St. Rank hold JPT as of Q4 2021.

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

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