Berman Capital Advisors’s Deutsche Bank DB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$17K	Buy	1,385 +263	+23%	+$3.3K	﹤0.01%	1028
2021 Q2	$14K	Hold	1,122	–	–	﹤0.01%	1018
2021 Q1	$13K	Buy	1,122 +56	+5%	+$654	﹤0.01%	937
2020 Q4	$11K	Hold	1,066	–	–	﹤0.01%	874
2020 Q3	$8K	Hold	1,066	–	–	﹤0.01%	863
2020 Q2	$9K	Buy	1,066 +532	+100%	+$4.12K	﹤0.01%	791
2020 Q1	$2K	Sell	534 -441	-45%	-$3.66K	﹤0.01%	1112
2019 Q4	$7K	Sell	975 -97	-9%	-$728	﹤0.01%	869
2019 Q3	$8K	Buy	1,072 +10	+0.9%	+$76	﹤0.01%	780
2019 Q2	$8K	Buy	1,062 +24	+2%	+$185	﹤0.01%	803
2019 Q1	$8K	Buy	1,038 +939	+948%	+$8.23K	﹤0.01%	720
2018 Q4	$0	Buy	+99	New	+$967	﹤0.01%	1151

Other funds holding DB

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

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

CCM

Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Berman Capital Advisors increased its Deutsche Bank (DB) stake by 23% in Q3 2021, buying an estimated $3.3K and bringing the position to 1,385 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Berman Capital Advisors first reported a position in DB in Q4 2018 and has held it in 12 quarters since. 230 funds tracked by Wall St. Rank hold DB as of Q3 2021.

Berman Capital Advisors held 1,385 shares of Deutsche Bank worth $17K as of Q3 2021.
Berman Capital Advisors bought 263 Deutsche Bank shares in Q3 2021, an estimated $3.3K.
Deutsche Bank made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1028 holding.
Berman Capital Advisors first reported a position in Deutsche Bank in Q4 2018 and has held it in 12 quarters since.
230 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2021.

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