BCA
NP

Berman Capital Advisors’s Neenah, Inc. Common Stock NP Stock Holding History

Berman Capital Advisors’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10
Closed – – 1965
2020
Q4 		$0 Sell
10
-12
-55% -$551 ﹤0.01% 1891
2020
Q3 		$0 Buy
+22
New +$989 ﹤0.01% 1842
2019
Q2 		– Sell
-18
Closed -$1K – 1626
2019
Q1 		$1K Buy
+18
New +$1.2K ﹤0.01% 1303

Other funds holding NP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berman Capital Advisors's NP Position: Q1 2021 in Review

Berman Capital Advisors sold out of Neenah, Inc. Common Stock (NP) in Q1 2021, closing a stake of 10 shares.

Berman Capital Advisors first reported a position in NP in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 158 funds tracked by Wall St. Rank hold NP as of Q1 2021.

  • Berman Capital Advisors reported no remaining Neenah, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 10 Neenah, Inc. Common Stock shares in Q1 2021.
  • Berman Capital Advisors first reported a position in Neenah, Inc. Common Stock in Q1 2019 and held it in 3 quarters.
  • Berman Capital Advisors's Neenah, Inc. Common Stock position peaked at $1K in Q1 2019.
  • 158 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.