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Berman Capital Advisors’s Rocky Brands RCKY Stock Holding History

Berman Capital Advisors’s Portfolio RCKY Stock Details RCKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$9K Hold
197
– – ﹤0.01% 1230
2021
Q2 		$10K Hold
197
– – ﹤0.01% 1138
2021
Q1 		$10K Hold
197
– – ﹤0.01% 1037
2020
Q4 		$5K Hold
197
– – ﹤0.01% 1163
2020
Q3 		$4K Buy
+197
New +$4.47K ﹤0.01% 1130

Other funds holding RCKY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Berman Capital Advisors held its Rocky Brands (RCKY) position steady in Q3 2021 at 197 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Berman Capital Advisors first reported a position in RCKY in Q3 2020 and has held it in 5 quarters since. The position peaked at $10K in Q2 2021. 93 funds tracked by Wall St. Rank hold RCKY as of Q3 2021.

  • Berman Capital Advisors held 197 shares of Rocky Brands worth $9K as of Q3 2021.
  • Berman Capital Advisors left its Rocky Brands share count unchanged in Q3 2021.
  • Rocky Brands made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1230 holding.
  • Berman Capital Advisors first reported a position in Rocky Brands in Q3 2020 and has held it in 5 quarters since.
  • Berman Capital Advisors's Rocky Brands position peaked at $10K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held Rocky Brands as of Q3 2021.

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