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Berman Capital Advisors’s Financial Institutions FISI Stock Holding History

Berman Capital Advisors’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Hold
12
– – ﹤0.01% 2118
2021
Q2 		$0 Hold
12
– – ﹤0.01% 1941
2021
Q1 		$0 Sell
12
-6
-33% -$162 ﹤0.01% 1805
2020
Q4 		$0 Hold
18
– – ﹤0.01% 1717
2020
Q3 		$0 Sell
18
-26
-59% -$427 ﹤0.01% 1650
2020
Q2 		$0 Buy
+44
New +$767 ﹤0.01% 1672

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 FISI Position: Q3 2021 in Review

Berman Capital Advisors held its Financial Institutions (FISI) position steady in Q3 2021 at 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Berman Capital Advisors first reported a position in FISI in Q2 2020 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold FISI as of Q3 2021.

  • Berman Capital Advisors held 12 shares of Financial Institutions worth $0 as of Q3 2021.
  • Berman Capital Advisors left its Financial Institutions share count unchanged in Q3 2021.
  • Financial Institutions made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2118 holding.
  • Berman Capital Advisors first reported a position in Financial Institutions in Q2 2020 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2021.

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