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Gerber Kawasaki Wealth & Investment Management’s Southside Bancshares SBSI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-251
Closed -$9K – 931
2021
Q3 		$9K Buy
+251
New +$9.24K ﹤0.01% 663

Other funds holding SBSI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Southside Bancshares (SBSI) in Q4 2021, closing a stake of 251 shares — an estimated $9K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SBSI in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 143 funds tracked by Wall St. Rank hold SBSI as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Southside Bancshares position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 251 Southside Bancshares shares in Q4 2021, an estimated $9K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Southside Bancshares in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Southside Bancshares position peaked at $9K in Q3 2021.
  • 143 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2021.

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