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Berman Capital Advisors’s Banner Corp BANR Stock Holding History

Berman Capital Advisors’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2K Sell
48
-11
-19% -$592 ﹤0.01% 1654
2021
Q2 		$3K Buy
+59
New +$3.34K ﹤0.01% 1454

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Berman Capital Advisors reduced its Banner Corp (BANR) stake by 19% in Q3 2021, selling an estimated $592 and leaving 48 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Berman Capital Advisors first reported a position in BANR in Q2 2021 and has held it in 2 quarters since. The position peaked at $3K in Q2 2021. 202 funds tracked by Wall St. Rank hold BANR as of Q3 2021.

  • Berman Capital Advisors held 48 shares of Banner Corp worth $2K as of Q3 2021.
  • Berman Capital Advisors sold 11 Banner Corp shares in Q3 2021, an estimated $592.
  • Banner Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1654 holding.
  • Berman Capital Advisors first reported a position in Banner Corp in Q2 2021 and has held it in 2 quarters since.
  • Berman Capital Advisors's Banner Corp position peaked at $3K in Q2 2021.
  • 202 funds tracked by Wall St. Rank held Banner Corp as of Q3 2021.

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