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
2021
Q3 		– Sell
-1
Closed -$7K – 1250
2021
Q2 		$7K Buy
+1
New +$232 ﹤0.01% 256
2021
Q1 		– Sell
-2
Closed -$2K – 236
2020
Q4 		$2K Buy
+2
New +$390 ﹤0.01% 182

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 $846B AUM 46.74% 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.