Gerber Kawasaki Wealth & Investment Management’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio VCV Stock Details VCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-210,856	Closed	-$5.93M	–	1236
2021 Q2	$5.93M	Buy	+210,856	New	+$2.82M	0.61%	37

Other funds holding VCV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VCV Position: Q3 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Invesco California Value Municipal Income Trust (VCV) in Q3 2021, closing a stake of 210,856 shares — an estimated $5.93M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VCV in Q2 2021 and held it in 1 quarter. The position peaked at $5.93M in Q2 2021. 50 funds tracked by Wall St. Rank hold VCV as of Q3 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco California Value Municipal Income Trust position as of Q3 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 210,856 Invesco California Value Municipal Income Trust shares in Q3 2021, an estimated $5.93M.
Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco California Value Municipal Income Trust in Q2 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's Invesco California Value Municipal Income Trust position peaked at $5.93M in Q2 2021.
50 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q3 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.