GKWIM
CLBK icon

Gerber Kawasaki Wealth & Investment Management’s Columbia Financial CLBK Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,015
Closed -$18K – 429
2021
Q3 		$18K Buy
+1,015
New +$18.2K ﹤0.01% 530

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Columbia Financial (CLBK) in Q4 2021, closing a stake of 1,015 shares — an estimated $18K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CLBK in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 102 funds tracked by Wall St. Rank hold CLBK as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Columbia Financial position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,015 Columbia Financial shares in Q4 2021, an estimated $18K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Columbia Financial in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Columbia Financial position peaked at $18K in Q3 2021.
  • 102 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2021.

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