BCA
STEX

Berman Capital Advisors’s Streamex Corp STEX Stock Holding History

Berman Capital Advisors’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-30
Closed -$2K – 1466
2019
Q3 		$2K Buy
+30
New +$2.33K ﹤0.01% 1154

Other funds holding STEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Berman Capital Advisors's STEX Position: Q4 2019 in Review

Berman Capital Advisors sold out of Streamex Corp (STEX) in Q4 2019, closing a stake of 30 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in STEX in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 55 funds tracked by Wall St. Rank hold STEX as of Q4 2019.

  • Berman Capital Advisors reported no remaining Streamex Corp position as of Q4 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 30 Streamex Corp shares in Q4 2019, an estimated $2K.
  • Berman Capital Advisors first reported a position in Streamex Corp in Q3 2019 and held it in 1 quarter.
  • Berman Capital Advisors's Streamex Corp position peaked at $2K in Q3 2019.
  • 55 funds tracked by Wall St. Rank held Streamex Corp as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.