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Gerber Kawasaki Wealth & Investment Management’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio TCAF Stock Details TCAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,535
Closed -$317K – 302
2024
Q3 		$317K Buy
9,535
+1,400
+17% +$44.8K 0.01% 224
2024
Q2 		$256K Sell
8,135
-215
-3% -$6.52K 0.01% 244
2024
Q1 		$252K Buy
+8,350
New +$241K 0.01% 244

Other funds holding TCAF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's TCAF Position: Q4 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q4 2024, closing a stake of 9,535 shares — an estimated $317K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in TCAF in Q1 2024 and held it in 3 quarters. The position peaked at $317K in Q3 2024. 248 funds tracked by Wall St. Rank hold TCAF as of Q4 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 9,535 T. Rowe Price Capital Appreciation Equity ETF shares in Q4 2024, an estimated $317K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2024 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's T. Rowe Price Capital Appreciation Equity ETF position peaked at $317K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q4 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.