Berman Capital Advisors’s Weis Markets WMK Stock Holding History

Berman Capital Advisors’s Portfolio WMK Stock Details WMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	1986
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	1829
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	1711
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	1606
2020 Q3	$1K	Sell	25 -93	-79%	-$4.58K	﹤0.01%	1534
2020 Q2	$5K	Buy	+118	New	+$5.92K	﹤0.01%	1005
2019 Q3	–	Sell	-106	Closed	-$3K	–	1592
2019 Q2	$3K	Hold	106	–	–	﹤0.01%	1134
2019 Q1	$4K	Hold	106	–	–	﹤0.01%	947
2018 Q4	$5K	Buy	+106	New	+$4.8K	﹤0.01%	706

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Berman Capital Advisors held its Weis Markets (WMK) position steady in Q3 2021 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Berman Capital Advisors first reported a position in WMK in Q4 2018 and has held it in 9 quarters since. The position peaked at $5K in Q2 2020. 142 funds tracked by Wall St. Rank hold WMK as of Q3 2021.

Berman Capital Advisors held 25 shares of Weis Markets worth $1K as of Q3 2021.
Berman Capital Advisors left its Weis Markets share count unchanged in Q3 2021.
Weis Markets made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1986 holding.
Berman Capital Advisors first reported a position in Weis Markets in Q4 2018 and has held it in 9 quarters since.
Berman Capital Advisors's Weis Markets position peaked at $5K in Q2 2020.
142 funds tracked by Wall St. Rank held Weis Markets as of Q3 2021.

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