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Gerber Kawasaki Wealth & Investment Management’s Super Micro Computer SMCI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,810
Closed -$476K – 300
2024
Q2 		$476K Buy
5,810
+570
+11% +$48.7K 0.02% 177
2024
Q1 		$529K Buy
+5,240
New +$384K 0.03% 170

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SMCI Position: Q3 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Super Micro Computer (SMCI) in Q3 2024, closing a stake of 5,810 shares — an estimated $476K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SMCI in Q1 2024 and held it in 2 quarters. The position peaked at $529K in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Super Micro Computer position as of Q3 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5,810 Super Micro Computer shares in Q3 2024, an estimated $476K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Super Micro Computer in Q1 2024 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Super Micro Computer position peaked at $529K in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.