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Berman Capital Advisors’s First Bank FRBA Stock Holding History

Berman Capital Advisors’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2K Hold
192
– – ﹤0.01% 1689
2021
Q2 		$2K Hold
192
– – ﹤0.01% 1591
2021
Q1 		$2K Hold
192
– – ﹤0.01% 1508
2020
Q4 		$1K Hold
192
– – ﹤0.01% 1528
2020
Q3 		$1K Buy
192
+28
+17% +$187 ﹤0.01% 1448
2020
Q2 		$1K Sell
164
-6
-4% -$42 ﹤0.01% 1418
2020
Q1 		$1K Buy
+170
New +$1.65K ﹤0.01% 1295

Other funds holding FRBA

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

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

Berman Capital Advisors held its First Bank (FRBA) position steady in Q3 2021 at 192 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Berman Capital Advisors first reported a position in FRBA in Q1 2020 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold FRBA as of Q3 2021.

  • Berman Capital Advisors held 192 shares of First Bank worth $2K as of Q3 2021.
  • Berman Capital Advisors left its First Bank share count unchanged in Q3 2021.
  • First Bank made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1689 holding.
  • Berman Capital Advisors first reported a position in First Bank in Q1 2020 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held First Bank as of Q3 2021.

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