Berman Capital Advisors’s Renewable Energy Group, Inc. REGI Stock Holding History

Berman Capital Advisors’s Portfolio REGI Stock Details REGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$4K	Sell	95 -18	-16%	-$985	﹤0.01%	1542
2021 Q2	$7K	Buy	113 +6	+6%	+$374	﹤0.01%	1270
2021 Q1	$7K	Buy	107 +12	+13%	+$1.03K	﹤0.01%	1190
2020 Q4	$6K	Hold	95	–	–	﹤0.01%	1117
2020 Q3	$5K	Buy	+95	New	+$3.34K	﹤0.01%	1074

Other funds holding REGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Berman Capital Advisors reduced its Renewable Energy Group, Inc. (REGI) stake by 16% in Q3 2021, selling an estimated $985 and leaving 95 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Berman Capital Advisors first reported a position in REGI in Q3 2020 and has held it in 5 quarters since. The position peaked at $7K in Q2 2021. 257 funds tracked by Wall St. Rank hold REGI as of Q3 2021.

Berman Capital Advisors held 95 shares of Renewable Energy Group, Inc. worth $4K as of Q3 2021.
Berman Capital Advisors sold 18 Renewable Energy Group, Inc. shares in Q3 2021, an estimated $985.
Renewable Energy Group, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1542 holding.
Berman Capital Advisors first reported a position in Renewable Energy Group, Inc. in Q3 2020 and has held it in 5 quarters since.
Berman Capital Advisors's Renewable Energy Group, Inc. position peaked at $7K in Q2 2021.
257 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q3 2021.

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