GKWIM
STEX

Gerber Kawasaki Wealth & Investment Management’s Streamex Corp STEX Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,000
Closed -$38K – 1175
2021
Q2 		$38K Hold
1,000
– – ﹤0.01% 246
2021
Q1 		$43K Buy
+1,000
New +$46.7K 0.01% 217

Other funds holding STEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Saltoro Capital Dallas, Texas $30K AUM 24.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's STEX Position: Q3 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Streamex Corp (STEX) in Q3 2021, closing a stake of 1,000 shares — an estimated $38K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in STEX in Q1 2021 and held it in 2 quarters. The position peaked at $43K in Q1 2021. 51 funds tracked by Wall St. Rank hold STEX as of Q3 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Streamex Corp position as of Q3 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,000 Streamex Corp shares in Q3 2021, an estimated $38K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Streamex Corp in Q1 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Streamex Corp position peaked at $43K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Streamex Corp as of Q3 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.