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Berman Capital Advisors’s Acacia Research ACTG Stock Holding History

Berman Capital Advisors’s Portfolio ACTG Stock Details ACTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,908
Closed -$5K – 1439
2019
Q4 		$5K Buy
+1,908
New +$5.23K ﹤0.01% 954

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BlackRock
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's ACTG Position: Q1 2020 in Review

Berman Capital Advisors sold out of Acacia Research (ACTG) in Q1 2020, closing a stake of 1,908 shares — an estimated $5K sold.

Berman Capital Advisors first reported a position in ACTG in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 76 funds tracked by Wall St. Rank hold ACTG as of Q1 2020.

  • Berman Capital Advisors reported no remaining Acacia Research position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 1,908 Acacia Research shares in Q1 2020, an estimated $5K.
  • Berman Capital Advisors first reported a position in Acacia Research in Q4 2019 and held it in 1 quarter.
  • Berman Capital Advisors's Acacia Research position peaked at $5K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Acacia Research as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.