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Gerber Kawasaki Wealth & Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-874
Closed -$34K – 1135
2021
Q3 		$34K Buy
+874
New +$36.3K ﹤0.01% 376

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2021, closing a stake of 874 shares — an estimated $34K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in XLB in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 829 funds tracked by Wall St. Rank hold XLB as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 874 State Street Materials Select Sector SPDR ETF shares in Q4 2021, an estimated $34K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $34K in Q3 2021.
  • 829 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2021.

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