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Berman Capital Advisors’s Talos Energy TALO Stock Holding History

Berman Capital Advisors’s Portfolio TALO Stock Details TALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$11K Buy
859
+680
+380% +$8.29K ﹤0.01% 1163
2021
Q2 		$2K Buy
+179
New +$2.47K ﹤0.01% 1637

Other funds holding TALO

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 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
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

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

Berman Capital Advisors increased its Talos Energy (TALO) stake by 380% in Q3 2021, buying an estimated $8.29K and bringing the position to 859 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Berman Capital Advisors first reported a position in TALO in Q2 2021 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold TALO as of Q3 2021.

  • Berman Capital Advisors held 859 shares of Talos Energy worth $11K as of Q3 2021.
  • Berman Capital Advisors bought 680 Talos Energy shares in Q3 2021, an estimated $8.29K.
  • Talos Energy made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1163 holding.
  • Berman Capital Advisors first reported a position in Talos Energy in Q2 2021 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Talos Energy as of Q3 2021.

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