Berman Capital Advisors’s Ashford Inc. AINC Stock Holding History

Berman Capital Advisors’s Portfolio AINC Stock Details AINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	122	–	–	﹤0.01%	2010
2021 Q2	$2K	Hold	122	–	–	﹤0.01%	1655
2021 Q1	$1K	Hold	122	–	–	﹤0.01%	1724
2020 Q4	$1K	Hold	122	–	–	﹤0.01%	1618
2020 Q3	$0	Hold	122	–	–	﹤0.01%	1813
2020 Q2	$1K	Hold	122	–	–	﹤0.01%	1540
2020 Q1	$0	Hold	122	–	–	﹤0.01%	1715
2019 Q4	$2K	Buy	+122	New	+$2.91K	﹤0.01%	1269

Other funds holding AINC

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Berman Capital Advisors held its Ashford Inc. (AINC) position steady in Q3 2021 at 122 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Berman Capital Advisors first reported a position in AINC in Q4 2019 and has held it in 8 quarters since. The position peaked at $2K in Q2 2021. 23 funds tracked by Wall St. Rank hold AINC as of Q3 2021.

Berman Capital Advisors held 122 shares of Ashford Inc. worth $1K as of Q3 2021.
Berman Capital Advisors left its Ashford Inc. share count unchanged in Q3 2021.
Ashford Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2010 holding.
Berman Capital Advisors first reported a position in Ashford Inc. in Q4 2019 and has held it in 8 quarters since.
Berman Capital Advisors's Ashford Inc. position peaked at $2K in Q2 2021.
23 funds tracked by Wall St. Rank held Ashford Inc. as of Q3 2021.

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