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Gerber Kawasaki Wealth & Investment Management’s Marqeta MQ Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,585
Closed -$505K – 254
2022
Q2 		$505K Buy
15,585
+1,861
+14% +$73.2K 0.05% 158
2022
Q1 		$606K Buy
13,724
+6,631
+93% +$308K 0.05% 147
2021
Q4 		$487K Buy
+7,093
New +$635K 0.04% 157

Other funds holding MQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
VI
Visa Inc San Francisco, California $89.1M AUM 1.85% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IV
Industry Ventures San Francisco, California $43.2M AUM 36.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Marqeta (MQ) in Q3 2022, closing a stake of 15,585 shares — an estimated $505K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MQ in Q4 2021 and held it in 3 quarters. The position peaked at $606K in Q1 2022. 264 funds tracked by Wall St. Rank hold MQ as of Q3 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Marqeta position as of Q3 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 15,585 Marqeta shares in Q3 2022, an estimated $505K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Marqeta in Q4 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Marqeta position peaked at $606K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held Marqeta as of Q3 2022.

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