BCA
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Berman Capital Advisors’s Comstock LODE Stock Holding History

Berman Capital Advisors’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$15K Hold
580
– – ﹤0.01% 1070
2021
Q2 		$21K Buy
+580
New +$22.4K ﹤0.01% 887

Other funds holding LODE

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Berman Capital Advisors held its Comstock (LODE) position steady in Q3 2021 at 580 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Berman Capital Advisors first reported a position in LODE in Q2 2021 and has held it in 2 quarters since. The position peaked at $21K in Q2 2021. 43 funds tracked by Wall St. Rank hold LODE as of Q3 2021.

  • Berman Capital Advisors held 580 shares of Comstock worth $15K as of Q3 2021.
  • Berman Capital Advisors left its Comstock share count unchanged in Q3 2021.
  • Comstock made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1070 holding.
  • Berman Capital Advisors first reported a position in Comstock in Q2 2021 and has held it in 2 quarters since.
  • Berman Capital Advisors's Comstock position peaked at $21K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held Comstock as of Q3 2021.

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