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Gerber Kawasaki Wealth & Investment Management’s Unity U Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10
Closed -$3K – 1048
2021
Q3 		$3K Buy
+10
New +$1.18K ﹤0.01% 859

Other funds holding U

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gerber Kawasaki Wealth & Investment Management's U Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Unity (U) in Q3 2022, closing a stake of 5,624 shares — an estimated $207K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in U in Q3 2020 and held it in 8 quarters. The position peaked at $2.91M in Q4 2021. 474 funds tracked by Wall St. Rank hold U as of Q3 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Unity position as of Q3 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5,624 Unity shares in Q3 2022, an estimated $207K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Unity in Q3 2020 and held it in 8 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Unity position peaked at $2.91M in Q4 2021.
  • 474 funds tracked by Wall St. Rank held Unity as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.