BCA
VWTR

Berman Capital Advisors’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History

Berman Capital Advisors’s Portfolio VWTR Stock Details VWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$29K Hold
2,629
– – ﹤0.01% 878
2021
Q2 		$34K Sell
2,629
-54
-2% -$556 0.01% 730
2021
Q1 		$23K Buy
2,683
+2,542
+1,803% +$23.7K ﹤0.01% 740
2020
Q4 		$1K Hold
141
– – ﹤0.01% 1633
2020
Q3 		$1K Hold
141
– – ﹤0.01% 1556
2020
Q2 		$1K Buy
+141
New +$1.13K ﹤0.01% 1561

Other funds holding VWTR

Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Berman Capital Advisors held its Vidler Water Resouces, Inc. Common Stock (VWTR) position steady in Q3 2021 at 2,629 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Berman Capital Advisors first reported a position in VWTR in Q2 2020 and has held it in 6 quarters since. The position peaked at $34K in Q2 2021. 78 funds tracked by Wall St. Rank hold VWTR as of Q3 2021.

  • Berman Capital Advisors held 2,629 shares of Vidler Water Resouces, Inc. Common Stock worth $29K as of Q3 2021.
  • Berman Capital Advisors left its Vidler Water Resouces, Inc. Common Stock share count unchanged in Q3 2021.
  • Vidler Water Resouces, Inc. Common Stock made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #878 holding.
  • Berman Capital Advisors first reported a position in Vidler Water Resouces, Inc. Common Stock in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's Vidler Water Resouces, Inc. Common Stock position peaked at $34K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held Vidler Water Resouces, Inc. Common Stock as of Q3 2021.

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