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Gerber Kawasaki Wealth & Investment Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio PRF Stock Details PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,090
Closed -$87K – 873
2021
Q3 		$87K Buy
+3,090
New +$99.9K 0.01% 256

Other funds holding PRF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2021, closing a stake of 3,090 shares — an estimated $87K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PRF in Q3 2021 and held it in 1 quarter. The position peaked at $87K in Q3 2021. 383 funds tracked by Wall St. Rank hold PRF as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3,090 Invesco FTSE RAFI US 1000 ETF shares in Q4 2021, an estimated $87K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Invesco FTSE RAFI US 1000 ETF position peaked at $87K in Q3 2021.
  • 383 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2021.

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