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Gerber Kawasaki Wealth & Investment Management’s Herbalife HLF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-440
Closed -$18K – 630
2021
Q3 		$18K Buy
+440
New +$21.8K ﹤0.01% 532

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Herbalife (HLF) in Q4 2021, closing a stake of 440 shares — an estimated $18K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in HLF in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 245 funds tracked by Wall St. Rank hold HLF as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Herbalife position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 440 Herbalife shares in Q4 2021, an estimated $18K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Herbalife in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Herbalife position peaked at $18K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Herbalife as of Q4 2021.

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