GKWIM
XYZ

Gerber Kawasaki Wealth & Investment Management’s Block Inc XYZ Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,558
Closed -$224K – 272
2022
Q4 		$224K Sell
3,558
-1,378
-28% -$85K 0.02% 225
2022
Q3 		$271K Sell
4,936
-13,356
-73% -$946K 0.03% 189
2022
Q2 		$1.12M Sell
18,292
-146
-0.8% -$13.3K 0.11% 107
2022
Q1 		$2.52M Sell
18,438
-847
-4% -$103K 0.21% 73
2021
Q4 		$3.08M Sell
19,285
-13,276
-41% -$2.88M 0.24% 72
2021
Q3 		$7.82M Buy
32,561
+23,187
+247% +$5.96M 1.01% 24
2021
Q2 		$2.29M Buy
9,374
+4,266
+84% +$989K 0.23% 73
2021
Q1 		$1.16M Buy
5,108
+2,273
+80% +$532K 0.14% 90
2020
Q4 		$617K Buy
+2,835
New +$553K 0.09% 104

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XYZ Position: Q1 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 3,558 shares — an estimated $224K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in XYZ in Q4 2020 and held it in 9 quarters. The position peaked at $7.82M in Q3 2021. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3,558 Block Inc shares in Q1 2023, an estimated $224K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Block Inc in Q4 2020 and held it in 9 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Block Inc position peaked at $7.82M in Q3 2021.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2023, filed 15 May 2023.