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Gerber Kawasaki Wealth & Investment Management’s Werner Enterprises WERN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-609
Closed -$26K – 1116
2021
Q3 		$26K Buy
+609
New +$27.9K ﹤0.01% 453

Other funds holding WERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Werner Enterprises (WERN) in Q4 2021, closing a stake of 609 shares — an estimated $26K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WERN in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 274 funds tracked by Wall St. Rank hold WERN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Werner Enterprises position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 609 Werner Enterprises shares in Q4 2021, an estimated $26K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Werner Enterprises in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Werner Enterprises position peaked at $26K in Q3 2021.
  • 274 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2021.

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