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Gerber Kawasaki Wealth & Investment Management’s WEC Energy WEC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-84
Closed -$7K – 1115
2021
Q3 		$7K Buy
+84
New +$7.88K ﹤0.01% 720

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of WEC Energy (WEC) in Q4 2021, closing a stake of 84 shares — an estimated $7K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WEC in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 1,000 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining WEC Energy position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 84 WEC Energy shares in Q4 2021, an estimated $7K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in WEC Energy in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's WEC Energy position peaked at $7K in Q3 2021.
  • 1,000 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

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