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Berman Capital Advisors’s Richmond Mutual Bancorp RMBI Stock Holding History

Berman Capital Advisors’s Portfolio RMBI Stock Details RMBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-119
Closed -$1K – 2016
2021
Q1 		$1K Hold
119
– – ﹤0.01% 1687
2020
Q4 		$1K Hold
119
– – ﹤0.01% 1579
2020
Q3 		$1K Hold
119
– – ﹤0.01% 1504
2020
Q2 		$1K Buy
+119
New +$1.26K ﹤0.01% 1492

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KTA
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Geode Capital Management
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Renaissance Technologies
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E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
BFIM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's RMBI Position: Q2 2021 in Review

Berman Capital Advisors sold out of Richmond Mutual Bancorp (RMBI) in Q2 2021, closing a stake of 119 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in RMBI in Q2 2020 and held it in 4 quarters. The position peaked at $1K in Q1 2021. 41 funds tracked by Wall St. Rank hold RMBI as of Q2 2021.

  • Berman Capital Advisors reported no remaining Richmond Mutual Bancorp position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 119 Richmond Mutual Bancorp shares in Q2 2021, an estimated $1K.
  • Berman Capital Advisors first reported a position in Richmond Mutual Bancorp in Q2 2020 and held it in 4 quarters.
  • Berman Capital Advisors's Richmond Mutual Bancorp position peaked at $1K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q2 2021.

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