GKWIM
SUNW

Gerber Kawasaki Wealth & Investment Management’s Sunworks, Inc. SUNW Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SUNW Stock Details SUNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8
Closed – – 1196
2021
Q3 		$0 Buy
+8
New +$63 ﹤0.01% 1259

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First Trust Advisors
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Geode Capital Management
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HF
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EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Sunworks, Inc. (SUNW) in Q4 2021, closing a stake of 8 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in SUNW in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 46 funds tracked by Wall St. Rank hold SUNW as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Sunworks, Inc. position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 8 Sunworks, Inc. shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Sunworks, Inc. in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Sunworks, Inc. position peaked at $0 in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q4 2021.

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