Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio KOMP Stock Details KOMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,558	Closed	-$155K	–	717
2021 Q3	$155K	Sell	2,558 -1,884	-42%	-$120K	0.02%	202
2021 Q2	$296K	Sell	4,442 -1,039	-19%	-$68.5K	0.03%	195
2021 Q1	$371K	Buy	+5,481	New	+$371K	0.04%	151

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2021, closing a stake of 2,558 shares — an estimated $155K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in KOMP in Q1 2021 and held it in 3 quarters. The position peaked at $371K in Q1 2021. 166 funds tracked by Wall St. Rank hold KOMP as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 2,558 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2021, an estimated $155K.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and held it in 3 quarters.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $371K in Q1 2021.
166 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2021.

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