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Gerber Kawasaki Wealth & Investment Management’s W.P. Carey WPC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-386
Closed -$27K – 1124
2021
Q3 		$27K Buy
+386
New +$29.4K ﹤0.01% 440

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 386 shares — an estimated $27K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WPC in Q3 2021 and held it in 1 quarter. The position peaked at $27K in Q3 2021. 767 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 386 W.P. Carey shares in Q4 2021, an estimated $27K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in W.P. Carey in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's W.P. Carey position peaked at $27K in Q3 2021.
  • 767 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

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