Berman Capital Advisors’s W.R. Grace & Co. GRA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-68	Closed	-$4K	–	2319
2021 Q2	$4K	Hold	68	–	–	﹤0.01%	1443
2021 Q1	$4K	Hold	68	–	–	﹤0.01%	1381
2020 Q4	$3K	Buy	68 +7	+11%	+$352	﹤0.01%	1358
2020 Q3	$2K	Buy	61 +7	+13%	+$319	﹤0.01%	1385
2020 Q2	$2K	Buy	54 +37	+218%	+$1.75K	﹤0.01%	1361
2020 Q1	$0	Sell	17 -13	-43%	-$742	﹤0.01%	1805
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	1282
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	1270
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	1284
2019 Q1	$2K	Buy	+30	New	+$2.21K	﹤0.01%	1164

Other funds holding GRA

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

NICM

Neo Ivy Capital Management New York $379M AUM 28.34% 1-Year Est. Return

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

Berman Capital Advisors sold out of W.R. Grace & Co. (GRA) in Q3 2021, closing a stake of 68 shares — an estimated $4K sold.

Berman Capital Advisors first reported a position in GRA in Q1 2019 and held it in 10 quarters. The position peaked at $4K in Q2 2021. 2 funds tracked by Wall St. Rank hold GRA as of Q3 2021.

Berman Capital Advisors reported no remaining W.R. Grace & Co. position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 68 W.R. Grace & Co. shares in Q3 2021, an estimated $4K.
Berman Capital Advisors first reported a position in W.R. Grace & Co. in Q1 2019 and held it in 10 quarters.
Berman Capital Advisors's W.R. Grace & Co. position peaked at $4K in Q2 2021.
2 funds tracked by Wall St. Rank held W.R. Grace & Co. as of Q3 2021.

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