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Gerber Kawasaki Wealth & Investment Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio QQQE Stock Details QQQE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5
Closed – – 885
2021
Q3 		$0 Buy
+5
New +$425 ﹤0.01% 1220

Other funds holding QQQE

EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2021, closing a stake of 5 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in QQQE in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 99 funds tracked by Wall St. Rank hold QQQE as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $0 in Q3 2021.
  • 99 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2021.

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