Gerber Kawasaki Wealth & Investment Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio PBD Stock Details PBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-250	Closed	-$6K	–	842
2021 Q3	$6K	Buy	+250	New	+$7.33K	﹤0.01%	737

Other funds holding PBD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2021, closing a stake of 250 shares — an estimated $6K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PBD in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 88 funds tracked by Wall St. Rank hold PBD as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 250 Invesco Global Clean Energy ETF shares in Q4 2021, an estimated $6K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco Global Clean Energy ETF in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's Invesco Global Clean Energy ETF position peaked at $6K in Q3 2021.
88 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2021.

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