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Berman Capital Advisors’s REX American Resources REX Stock Holding History

Berman Capital Advisors’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-312
Closed -$4K – 2013
2021
Q1 		$4K Sell
312
-474
-60% -$7.28K ﹤0.01% 1358
2020
Q4 		$9K Buy
786
+474
+152% +$6.22K ﹤0.01% 961
2020
Q3 		$3K Hold
312
– – ﹤0.01% 1210
2020
Q2 		$3K Sell
312
-240
-43% -$2.38K ﹤0.01% 1172
2020
Q1 		$4K Buy
552
+312
+130% +$3.54K ﹤0.01% 962
2019
Q4 		$3K Hold
240
– – ﹤0.01% 1128
2019
Q3 		$3K Buy
+240
New +$2.97K ﹤0.01% 1100

Other funds holding REX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 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 REX Position: Q2 2021 in Review

Berman Capital Advisors sold out of REX American Resources (REX) in Q2 2021, closing a stake of 312 shares — an estimated $4K sold.

Berman Capital Advisors first reported a position in REX in Q3 2019 and held it in 7 quarters. The position peaked at $9K in Q4 2020. 117 funds tracked by Wall St. Rank hold REX as of Q2 2021.

  • Berman Capital Advisors reported no remaining REX American Resources position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 312 REX American Resources shares in Q2 2021, an estimated $4K.
  • Berman Capital Advisors first reported a position in REX American Resources in Q3 2019 and held it in 7 quarters.
  • Berman Capital Advisors's REX American Resources position peaked at $9K in Q4 2020.
  • 117 funds tracked by Wall St. Rank held REX American Resources as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.