BCA
TBRG

Berman Capital Advisors’s TruBridge TBRG Stock Holding History

Berman Capital Advisors’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Hold
8
– – ﹤0.01% 2254
2021
Q2 		$0 Buy
+8
New +$254 ﹤0.01% 2072
2020
Q2 		– Sell
-39
Closed – – 1858
2020
Q1 		$0 Buy
+39
New +$1K ﹤0.01% 1701

Other funds holding TBRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Berman Capital Advisors held its TruBridge (TBRG) position steady in Q3 2021 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Berman Capital Advisors first reported a position in TBRG in Q1 2020 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold TBRG as of Q3 2021.

  • Berman Capital Advisors held 8 shares of TruBridge worth $0 as of Q3 2021.
  • Berman Capital Advisors left its TruBridge share count unchanged in Q3 2021.
  • TruBridge made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2254 holding.
  • Berman Capital Advisors first reported a position in TruBridge in Q1 2020 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held TruBridge as of Q3 2021.

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