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Gerber Kawasaki Wealth & Investment Management’s Wheels Up UP Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-16
Closed -$21K – 1058
2021
Q3 		$21K Buy
+16
New +$26.3K ﹤0.01% 501

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Wheels Up (UP) in Q4 2021, closing a stake of 16 shares — an estimated $21K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UP in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 184 funds tracked by Wall St. Rank hold UP as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Wheels Up position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 16 Wheels Up shares in Q4 2021, an estimated $21K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Wheels Up in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Wheels Up position peaked at $21K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Wheels Up as of Q4 2021.

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