GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio PEJ Stock Details PEJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$10K – 852
2021
Q3 		$10K Buy
+200
New +$9.93K ﹤0.01% 637

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q4 2021, closing a stake of 200 shares — an estimated $10K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PEJ in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 190 funds tracked by Wall St. Rank hold PEJ as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 200 Invesco Leisure and Entertainment ETF shares in Q4 2021, an estimated $10K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco Leisure and Entertainment ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Invesco Leisure and Entertainment ETF position peaked at $10K in Q3 2021.
  • 190 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q4 2021.

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