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Berman Capital Advisors’s Campbell Soup CPB Stock Holding History

Berman Capital Advisors’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$4K Sell
103
-45
-30% -$1.95K ﹤0.01% 1473
2021
Q2 		$6K Sell
148
-3
-2% -$144 ﹤0.01% 1279
2021
Q1 		$7K Buy
151
+77
+104% +$3.67K ﹤0.01% 1146
2020
Q4 		$3K Buy
74
+55
+289% +$2.66K ﹤0.01% 1279
2020
Q3 		$0 Hold
19
– – ﹤0.01% 1621
2020
Q2 		$0 Hold
19
– – ﹤0.01% 1639
2020
Q1 		$0 Buy
+19
New +$914 ﹤0.01% 1500
2019
Q2 		– Sell
-92
Closed -$3K – 1485
2019
Q1 		$3K Buy
92
+77
+513% +$2.72K ﹤0.01% 987
2018
Q4 		$0 Buy
+15
New +$567 ﹤0.01% 1148

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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 CPB Position: Q3 2021 in Review

Berman Capital Advisors reduced its Campbell Soup (CPB) stake by 30% in Q3 2021, selling an estimated $1.95K and leaving 103 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Berman Capital Advisors first reported a position in CPB in Q4 2018 and has held it in 9 quarters since. The position peaked at $7K in Q1 2021. 529 funds tracked by Wall St. Rank hold CPB as of Q3 2021.

  • Berman Capital Advisors held 103 shares of Campbell Soup worth $4K as of Q3 2021.
  • Berman Capital Advisors sold 45 Campbell Soup shares in Q3 2021, an estimated $1.95K.
  • Campbell Soup made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1473 holding.
  • Berman Capital Advisors first reported a position in Campbell Soup in Q4 2018 and has held it in 9 quarters since.
  • Berman Capital Advisors's Campbell Soup position peaked at $7K in Q1 2021.
  • 529 funds tracked by Wall St. Rank held Campbell Soup as of Q3 2021.

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