BCA
PR

Berman Capital Advisors’s Permian Resources PR Stock Holding History

Berman Capital Advisors’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Buy
+53
New +$289 ﹤0.01% 2179
2019
Q3 		– Sell
-205
Closed -$1K – 1547
2019
Q2 		$1K Sell
205
-246
-55% -$2.19K ﹤0.01% 1369
2019
Q1 		$3K Buy
+451
New +$5.12K ﹤0.01% 1019

Other funds holding PR

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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Berman Capital Advisors opened a new position in Permian Resources (PR) in Q3 2021: 53 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2179 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in PR as recently as Q2 2019.

Berman Capital Advisors first reported a position in PR in Q1 2019 and has held it in 3 quarters since. The position peaked at $3K in Q1 2019. 161 funds tracked by Wall St. Rank hold PR as of Q3 2021.

  • Berman Capital Advisors held 53 shares of Permian Resources worth $0 as of Q3 2021.
  • Permian Resources was a new Berman Capital Advisors position in Q3 2021.
  • Permian Resources made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2179 holding.
  • Berman Capital Advisors first reported a position in Permian Resources in Q1 2019 and has held it in 3 quarters since.
  • Berman Capital Advisors's Permian Resources position peaked at $3K in Q1 2019.
  • 161 funds tracked by Wall St. Rank held Permian Resources as of Q3 2021.

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