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Berman Capital Advisors’s First Mid Bancshares FMBH Stock Holding History

Berman Capital Advisors’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1K Hold
33
– – ﹤0.01% 1859
2021
Q2 		$1K Hold
33
– – ﹤0.01% 1734
2021
Q1 		$1K Hold
33
– – ﹤0.01% 1633
2020
Q4 		$1K Hold
33
– – ﹤0.01% 1527
2020
Q3 		$0 Buy
+33
New +$835 ﹤0.01% 1652

Other funds holding FMBH

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Berman Capital Advisors held its First Mid Bancshares (FMBH) position steady in Q3 2021 at 33 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Berman Capital Advisors first reported a position in FMBH in Q3 2020 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold FMBH as of Q3 2021.

  • Berman Capital Advisors held 33 shares of First Mid Bancshares worth $1K as of Q3 2021.
  • Berman Capital Advisors left its First Mid Bancshares share count unchanged in Q3 2021.
  • First Mid Bancshares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1859 holding.
  • Berman Capital Advisors first reported a position in First Mid Bancshares in Q3 2020 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held First Mid Bancshares as of Q3 2021.

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