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Gerber Kawasaki Wealth & Investment Management’s NewMarket NEU Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio NEU Stock Details NEU 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 – 797
2021
Q3 		$1K Buy
+1
New +$328 ﹤0.01% 1043

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Gerber Kawasaki Wealth & Investment Management first reported a position in NEU in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 246 funds tracked by Wall St. Rank hold NEU as of Q4 2021.

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

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