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Gerber Kawasaki Wealth & Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed -$1K – 1063
2021
Q3 		$1K Buy
+1
New +$9 ﹤0.01% 1124

Other funds holding USA

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Liberty All-Star Equity Fund (USA) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in USA in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 171 funds tracked by Wall St. Rank hold USA as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Liberty All-Star Equity Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Liberty All-Star Equity Fund share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Liberty All-Star Equity Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Liberty All-Star Equity Fund position peaked at $1K in Q3 2021.
  • 171 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2021.

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