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Gerber Kawasaki Wealth & Investment Management’s RGC Resources RGCO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio RGCO Stock Details RGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed -$1K – 904
2021
Q3 		$1K Buy
+1
New +$24 ﹤0.01% 1099

Other funds holding RGCO

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of RGC Resources (RGCO) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in RGCO in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 51 funds tracked by Wall St. Rank hold RGCO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining RGC Resources position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 RGC Resources share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in RGC Resources in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's RGC Resources position peaked at $1K in Q3 2021.
  • 51 funds tracked by Wall St. Rank held RGC Resources as of Q4 2021.

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