Berman Capital Advisors’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$40K	Buy	1,476 +37	+3%	+$927	0.01%	760
2021 Q2	$38K	Buy	1,439 +21	+1%	+$551	0.01%	675
2021 Q1	$34K	Buy	1,418 +299	+27%	+$7.2K	0.01%	611
2020 Q4	$22K	Buy	1,119 +325	+41%	+$6.13K	0.01%	634
2020 Q3	$13K	Buy	794 +255	+47%	+$5.52K	﹤0.01%	712
2020 Q2	$12K	Sell	539 -1,842	-77%	-$44.2K	﹤0.01%	685
2020 Q1	$57K	Buy	2,381 +579	+32%	+$18.7K	0.02%	270
2019 Q4	$67K	Buy	1,802 +173	+11%	+$6.57K	0.02%	271
2019 Q3	$61K	Buy	1,629 +110	+7%	+$4.2K	0.02%	273
2019 Q2	$61K	Buy	1,519 +5	+0.3%	+$210	0.02%	272
2019 Q1	$64K	Buy	1,514 +19	+1%	+$779	0.02%	247
2018 Q4	$54K	Buy	+1,495	New	+$59.7K	0.02%	244

Other funds holding BP

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Berman Capital Advisors increased its BP (BP) stake by 2.6% in Q3 2021, buying an estimated $927 and bringing the position to 1,476 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #760.

Berman Capital Advisors first reported a position in BP in Q4 2018 and has held it in 12 quarters since. The position peaked at $67K in Q4 2019. 964 funds tracked by Wall St. Rank hold BP as of Q3 2021.

Berman Capital Advisors held 1,476 shares of BP worth $40K as of Q3 2021.
Berman Capital Advisors bought 37 BP shares in Q3 2021, an estimated $927.
BP made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #760 holding.
Berman Capital Advisors first reported a position in BP in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's BP position peaked at $67K in Q4 2019.
964 funds tracked by Wall St. Rank held BP as of Q3 2021.

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