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Gerber Kawasaki Wealth & Investment Management’s Waterstone Financial WSBF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-315
Closed -$6K – 1127
2021
Q3 		$6K Buy
+315
New +$6.27K ﹤0.01% 745

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Waterstone Financial (WSBF) in Q4 2021, closing a stake of 315 shares — an estimated $6K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WSBF in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 110 funds tracked by Wall St. Rank hold WSBF as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Waterstone Financial position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 315 Waterstone Financial shares in Q4 2021, an estimated $6K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Waterstone Financial in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Waterstone Financial position peaked at $6K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2021.

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