GKWIM
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Gerber Kawasaki Wealth & Investment Management’s NatWest NWG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio NWG Stock Details NWG 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 – 818
2021
Q3 		$1K Buy
+1
New +$6 ﹤0.01% 1055

Other funds holding NWG

PPA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

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

Gerber Kawasaki Wealth & Investment Management first reported a position in NWG in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 126 funds tracked by Wall St. Rank hold NWG as of Q4 2021.

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

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