Berman Capital Advisors’s Siebert Financial SIEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-324	Closed	-$1K	–	2209
2021 Q2	$1K	Buy	+324	New	+$1.34K	﹤0.01%	1800

Other funds holding SIEB

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Berman Capital Advisors sold out of Siebert Financial (SIEB) in Q3 2021, closing a stake of 324 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in SIEB in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 24 funds tracked by Wall St. Rank hold SIEB as of Q3 2021.

Berman Capital Advisors reported no remaining Siebert Financial position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 324 Siebert Financial shares in Q3 2021, an estimated $1K.
Berman Capital Advisors first reported a position in Siebert Financial in Q2 2021 and held it in 1 quarter.
Berman Capital Advisors's Siebert Financial position peaked at $1K in Q2 2021.
24 funds tracked by Wall St. Rank held Siebert Financial as of Q3 2021.

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