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Berman Capital Advisors’s Xeris Biopharma Holdings XERS Stock Holding History

Berman Capital Advisors’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Hold
147
– – ﹤0.01% 2247
2021
Q2 		$0 Hold
147
– – ﹤0.01% 2066
2021
Q1 		$0 Hold
147
– – ﹤0.01% 1935
2020
Q4 		$0 Hold
147
– – ﹤0.01% 1853
2020
Q3 		$0 Hold
147
– – ﹤0.01% 1795
2020
Q2 		$0 Buy
+147
New +$512 ﹤0.01% 1853

Other funds holding XERS

SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Berman Capital Advisors held its Xeris Biopharma Holdings (XERS) position steady in Q3 2021 at 147 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Berman Capital Advisors first reported a position in XERS in Q2 2020 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold XERS as of Q3 2021.

  • Berman Capital Advisors held 147 shares of Xeris Biopharma Holdings worth $0 as of Q3 2021.
  • Berman Capital Advisors left its Xeris Biopharma Holdings share count unchanged in Q3 2021.
  • Xeris Biopharma Holdings made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2247 holding.
  • Berman Capital Advisors first reported a position in Xeris Biopharma Holdings in Q2 2020 and has held it in 6 quarters since.
  • 70 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q3 2021.

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