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Berman Capital Advisors’s Adeia ADEA Stock Holding History

Berman Capital Advisors’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2K Hold
518
– – ﹤0.01% 1649
2021
Q2 		$3K Sell
518
-189
-27% -$1.07K ﹤0.01% 1444
2021
Q1 		$3K Hold
707
– – ﹤0.01% 1383
2020
Q4 		$3K Buy
707
+295
+72% +$1.28K ﹤0.01% 1263
2020
Q3 		$0 Buy
+412
New +$1.52K ﹤0.01% 1576

Other funds holding ADEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's ADEA Position: Q3 2021 in Review

Berman Capital Advisors held its Adeia (ADEA) position steady in Q3 2021 at 518 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Berman Capital Advisors first reported a position in ADEA in Q3 2020 and has held it in 5 quarters since. The position peaked at $3K in Q2 2021. 215 funds tracked by Wall St. Rank hold ADEA as of Q3 2021.

  • Berman Capital Advisors held 518 shares of Adeia worth $2K as of Q3 2021.
  • Berman Capital Advisors left its Adeia share count unchanged in Q3 2021.
  • Adeia made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1649 holding.
  • Berman Capital Advisors first reported a position in Adeia in Q3 2020 and has held it in 5 quarters since.
  • Berman Capital Advisors's Adeia position peaked at $3K in Q2 2021.
  • 215 funds tracked by Wall St. Rank held Adeia as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.