Berman Capital Advisors’s Altabancorp ALTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3K	Hold	82	–	–	﹤0.01%	1647
2021 Q2	$3K	Buy	+82	New	+$3.58K	﹤0.01%	1544

Other funds holding ALTA

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Berman Capital Advisors held its Altabancorp (ALTA) position steady in Q3 2021 at 82 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Berman Capital Advisors first reported a position in ALTA in Q2 2021 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold ALTA as of Q3 2021.

Berman Capital Advisors held 82 shares of Altabancorp worth $3K as of Q3 2021.
Berman Capital Advisors left its Altabancorp share count unchanged in Q3 2021.
Altabancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1647 holding.
Berman Capital Advisors first reported a position in Altabancorp in Q2 2021 and has held it in 2 quarters since.
88 funds tracked by Wall St. Rank held Altabancorp as of Q3 2021.

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