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Gerber Kawasaki Wealth & Investment Management’s Omega Healthcare OHI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed -$1K – 827
2021
Q3 		$1K Buy
+1
New +$34 ﹤0.01% 1062

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Omega Healthcare (OHI) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in OHI in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 497 funds tracked by Wall St. Rank hold OHI as of Q4 2021.

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

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