Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Gerber Kawasaki Wealth & Investment Management
  City: Santa Monica
  State: CA
  Zip: 90405
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,851,927,000
  Total Value Change : $180,976,000
  Securities Held Change : 20
   
All Securities Held : 284
  New Positions : 34
  Closed Positions : 17
  Increased Positions : 139
  Unchanged Positions : 15
  Decreased Positions : 96

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (HCP)1 Year Chart         HCP Hashicorp, Inc. 76 - $0.00 $3,624,000 134,468 0.2% 445,000 0 0.119    N/A
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 174 - $303.66 $508,000 1,752 0.03% 95,000 0 0.001    Diversified Computer ...
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 177 - $93.71 $491,000 5,617 0.03% 87,000 0 0.001    N/A
   (PSTG)1 Year Chart         PSTG Pure Storage, Inc. 196 - $63.25 $400,000 7,700 0.02% 125,000 0 0.003    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 201 - $56.79 $369,000 6,473 0.02% 34,000 0 0.001    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 207 - $39.39 $350,000 8,551 0.02% 32,000 0 0.001    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 223 - $37.57 $302,000 8,225 0.02% 19,000 0 0.001    N/A
   (DECK)1 Year Chart         DECK Deckers Outdoor Corp 228 - $1,082.58 $282,000 300 0.02% 81,000 0 0.001    Textile - Apparel Foo...
   (CL)1 Year Chart         CL Colgate Palmolive Co 234 - $90.93 $270,000 3,000 0.01% 31,000 0 0    Personal Products
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 237 - $499.77 $266,000 493 0.01% -8,000 0 0.001    Diagnostic Substances
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 251 - $60.74 $231,000 3,702 0.01% 10,000 0 0.004    N/A
   (HYT)1 Year Chart         HYT Blackrock Corporate High Yi... 271 - $9.68 $147,000 15,000 0.01% 6,000 0 0.012    Closed - End Fund - E...
   (CTV)1 Year Chart         CTV Innovid Corp 281 - $2.23 $34,000 13,555 0% 14,000 0 0.011    N/A
   (PGEN)1 Year Chart         PGEN Precigen Inc 282 - $1.33 $16,000 10,874 0% 1,000 0 0.006    Biotechnology
   (DNA)1 Year Chart         DNA Ginkgo Bioworks Holdings, Inc 283 - $0.56 $12,000 10,000 0% -5,000 0 0.001    N/A
      15 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us