GKWIM
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Gerber Kawasaki Wealth & Investment Management’s WaFd WAFD Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-861
Closed -$29K – 1112
2021
Q3 		$29K Buy
+861
New +$28K ﹤0.01% 419

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of WaFd (WAFD) in Q4 2021, closing a stake of 861 shares — an estimated $29K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WAFD in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 241 funds tracked by Wall St. Rank hold WAFD as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining WaFd position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 861 WaFd shares in Q4 2021, an estimated $29K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in WaFd in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's WaFd position peaked at $29K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held WaFd as of Q4 2021.

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