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Gerber Kawasaki Wealth & Investment Management’s Reaves Utility Income Fund UTG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio UTG Stock Details UTG 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 – 1066
2021
Q3 		$1K Buy
+1
New +$35 ﹤0.01% 1126

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PA
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Ameriprise
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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Reaves Utility Income Fund (UTG) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UTG in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 160 funds tracked by Wall St. Rank hold UTG as of Q4 2021.

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

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