Gerber Kawasaki Wealth & Investment Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-728	Closed	-$65K	–	851
2021 Q3	$65K	Buy	+728	New	+$66.9K	0.01%	289

Other funds holding PDP

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2021, closing a stake of 728 shares — an estimated $65K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PDP in Q3 2021 and held it in 1 quarter. The position peaked at $65K in Q3 2021. 202 funds tracked by Wall St. Rank hold PDP as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 728 Invesco Dorsey Wright Momentum ETF shares in Q4 2021, an estimated $65K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's Invesco Dorsey Wright Momentum ETF position peaked at $65K in Q3 2021.
202 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2021.

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