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Berman Capital Advisors’s InfuSystem Holdings INFU Stock Holding History

Berman Capital Advisors’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-14
Closed -$228 – 2140
2021
Q2 		$0 Hold
14
– – ﹤0.01% 1967
2021
Q1 		$0 Hold
14
– – ﹤0.01% 1828
2020
Q4 		$0 Buy
+14
New +$211 ﹤0.01% 1750

Other funds holding INFU

AIC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.43M AUM 17.52% 1-Year Est. Return

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

Berman Capital Advisors sold out of InfuSystem Holdings (INFU) in Q3 2021, closing a stake of 14 shares — an estimated $228 sold.

Berman Capital Advisors first reported a position in INFU in Q4 2020 and held it in 3 quarters. The position peaked at $0 in Q2 2021. 82 funds tracked by Wall St. Rank hold INFU as of Q3 2021.

  • Berman Capital Advisors reported no remaining InfuSystem Holdings position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 14 InfuSystem Holdings shares in Q3 2021, an estimated $228.
  • Berman Capital Advisors first reported a position in InfuSystem Holdings in Q4 2020 and held it in 3 quarters.
  • Berman Capital Advisors's InfuSystem Holdings position peaked at $0 in Q2 2021.
  • 82 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2021.

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