BCA
WHG icon

Berman Capital Advisors’s Westwood Holdings Group WHG Stock Holding History

Berman Capital Advisors’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-222
Closed -$2K – 1846
2020
Q3 		$2K Hold
222
– – ﹤0.01% 1349
2020
Q2 		$3K Hold
222
– – ﹤0.01% 1192
2020
Q1 		$4K Buy
222
+150
+208% +$3.76K ﹤0.01% 981
2019
Q4 		$2K Hold
72
– – ﹤0.01% 1261
2019
Q3 		$1K Hold
72
– – ﹤0.01% 1382
2019
Q2 		$2K Buy
+72
New +$2.31K ﹤0.01% 1245

Other funds holding WHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Berman Capital Advisors's WHG Position: Q4 2020 in Review

Berman Capital Advisors sold out of Westwood Holdings Group (WHG) in Q4 2020, closing a stake of 222 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in WHG in Q2 2019 and held it in 6 quarters. The position peaked at $4K in Q1 2020. 63 funds tracked by Wall St. Rank hold WHG as of Q4 2020.

  • Berman Capital Advisors reported no remaining Westwood Holdings Group position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 222 Westwood Holdings Group shares in Q4 2020, an estimated $2K.
  • Berman Capital Advisors first reported a position in Westwood Holdings Group in Q2 2019 and held it in 6 quarters.
  • Berman Capital Advisors's Westwood Holdings Group position peaked at $4K in Q1 2020.
  • 63 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.