GKWIM
RC

Gerber Kawasaki Wealth & Investment Management’s Ready Capital RC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio RC Stock Details RC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,588
Closed -$117K – 272
2022
Q3 		$117K Hold
11,588
– – 0.01% 223
2022
Q2 		$138K Buy
+11,588
New +$163K 0.01% 234
2021
Q4 		– Sell
-1
Closed -$1K – 894
2021
Q3 		$1K Buy
+1
New +$15 ﹤0.01% 1094

Other funds holding RC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's RC Position: Q4 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Ready Capital (RC) in Q4 2022, closing a stake of 11,588 shares — an estimated $117K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in RC in Q3 2021 and held it in 3 quarters. The position peaked at $138K in Q2 2022. 224 funds tracked by Wall St. Rank hold RC as of Q4 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Ready Capital position as of Q4 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 11,588 Ready Capital shares in Q4 2022, an estimated $117K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Ready Capital in Q3 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Ready Capital position peaked at $138K in Q2 2022.
  • 224 funds tracked by Wall St. Rank held Ready Capital as of Q4 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2022, filed 8 Feb 2023.