GKWIM
TFSL icon

Gerber Kawasaki Wealth & Investment Management’s TFS Financial TFSL Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-295
Closed -$5K – 1014
2021
Q3 		$5K Buy
+295
New +$5.75K ﹤0.01% 776

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of TFS Financial (TFSL) in Q4 2021, closing a stake of 295 shares — an estimated $5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in TFSL in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 137 funds tracked by Wall St. Rank hold TFSL as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining TFS Financial position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 295 TFS Financial shares in Q4 2021, an estimated $5K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in TFS Financial in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's TFS Financial position peaked at $5K in Q3 2021.
  • 137 funds tracked by Wall St. Rank held TFS Financial as of Q4 2021.

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