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Gerber Kawasaki Wealth & Investment Management’s MSCI MSCI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio MSCI Stock Details MSCI 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 – 778
2021
Q3 		$1K Buy
+1
New +$611 ﹤0.01% 1034

Other funds holding MSCI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of MSCI (MSCI) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MSCI in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 851 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

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

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