Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-701	Closed	-$73K	–	922
2021 Q3	$73K	Buy	+701	New	+$76.8K	0.01%	273

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2021, closing a stake of 701 shares — an estimated $73K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in RWR in Q3 2021 and held it in 1 quarter. The position peaked at $73K in Q3 2021. 278 funds tracked by Wall St. Rank hold RWR as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 701 State Street SPDR Dow Jones REIT ETF shares in Q4 2021, an estimated $73K.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $73K in Q3 2021.
278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2021.

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