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Gerber Kawasaki Wealth & Investment Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio NYF Stock Details NYF 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 – 820
2021
Q3 		$1K Buy
+1
New +$58 ﹤0.01% 1057

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of iShares New York Muni Bond ETF (NYF) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in NYF in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 116 funds tracked by Wall St. Rank hold NYF as of Q4 2021.

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

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