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Gerber Kawasaki Wealth & Investment Management’s UWM Holdings UWMC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,910
Closed -$41K – 1067
2021
Q3 		$41K Buy
+5,910
New +$44K 0.01% 348

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of UWM Holdings (UWMC) in Q4 2021, closing a stake of 5,910 shares — an estimated $41K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UWMC in Q3 2021 and held it in 1 quarter. The position peaked at $41K in Q3 2021. 158 funds tracked by Wall St. Rank hold UWMC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining UWM Holdings position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5,910 UWM Holdings shares in Q4 2021, an estimated $41K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in UWM Holdings in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's UWM Holdings position peaked at $41K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2021.

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