Gerber Kawasaki Wealth & Investment Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-458	Closed	-$21K	–	987
2021 Q3	$21K	Buy	+458	New	+$21K	﹤0.01%	498

Other funds holding SRLN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2021, closing a stake of 458 shares — an estimated $21K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SRLN in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 469 funds tracked by Wall St. Rank hold SRLN as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 458 State Street Blackstone Senior Loan ETF shares in Q4 2021, an estimated $21K.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's State Street Blackstone Senior Loan ETF position peaked at $21K in Q3 2021.
469 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2021.

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