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Gerber Kawasaki Wealth & Investment Management’s Weyerhaeuser WY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-519
Closed -$18K – 1132
2021
Q3 		$18K Buy
+519
New +$18.2K ﹤0.01% 536

Other funds holding WY

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Gerber Kawasaki Wealth & Investment Management sold out of Weyerhaeuser (WY) in Q4 2021, closing a stake of 519 shares — an estimated $18K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WY in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 1,005 funds tracked by Wall St. Rank hold WY as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Weyerhaeuser position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 519 Weyerhaeuser shares in Q4 2021, an estimated $18K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Weyerhaeuser in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Weyerhaeuser position peaked at $18K in Q3 2021.
  • 1,005 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

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