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Gerber Kawasaki Wealth & Investment Management’s UBS Group UBS Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-943
Closed -$15K – 1052
2021
Q3 		$15K Buy
+943
New +$15.3K ﹤0.01% 571

Other funds holding UBS

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Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of UBS Group (UBS) in Q4 2021, closing a stake of 943 shares — an estimated $15K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UBS in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 368 funds tracked by Wall St. Rank hold UBS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining UBS Group position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 943 UBS Group shares in Q4 2021, an estimated $15K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in UBS Group in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's UBS Group position peaked at $15K in Q3 2021.
  • 368 funds tracked by Wall St. Rank held UBS Group as of Q4 2021.

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