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Gerber Kawasaki Wealth & Investment Management’s monday.com MNDY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,995
Closed -$308K – 253
2022
Q2 		$308K Sell
2,995
-40
-1% -$4.86K 0.03% 186
2022
Q1 		$479K Buy
+3,035
New +$570K 0.04% 161
2021
Q4 		– Sell
-1
Closed -$1K – 769
2021
Q3 		$1K Buy
+1
New +$294 ﹤0.01% 1030

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VOYA Investment Management
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AllianceBernstein
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HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SI
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ZC
Zoom Communications San Jose, California $30.8M AUM 39.82% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MNDY Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of monday.com (MNDY) in Q3 2022, closing a stake of 2,995 shares — an estimated $308K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MNDY in Q3 2021 and held it in 3 quarters. The position peaked at $479K in Q1 2022. 174 funds tracked by Wall St. Rank hold MNDY as of Q3 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining monday.com position as of Q3 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,995 monday.com shares in Q3 2022, an estimated $308K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in monday.com in Q3 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's monday.com position peaked at $479K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held monday.com as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.