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Gerber Kawasaki Wealth & Investment Management’s ProShares Ultra Technology ROM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio ROM Stock Details ROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,530
Closed -$204K – 269
2023
Q2 		$204K Buy
+4,530
New +$170K 0.01% 244
2022
Q2 		– Sell
-4,530
Closed -$226K – 264
2022
Q1 		$226K Buy
+4,530
New +$225K 0.02% 237

Other funds holding ROM

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ROM Position: Q3 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of ProShares Ultra Technology (ROM) in Q3 2023, closing a stake of 4,530 shares — an estimated $204K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ROM in Q1 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2022. 36 funds tracked by Wall St. Rank hold ROM as of Q3 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining ProShares Ultra Technology position as of Q3 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 4,530 ProShares Ultra Technology shares in Q3 2023, an estimated $204K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in ProShares Ultra Technology in Q1 2022 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's ProShares Ultra Technology position peaked at $226K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.