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Berman Capital Advisors’s Celsius Holdings CELH Stock Holding History

Berman Capital Advisors’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$8K Buy
279
+105
+60% +$2.7K ﹤0.01% 1245
2021
Q2 		$4K Buy
174
+6
+4% +$122 ﹤0.01% 1389
2021
Q1 		$2K Buy
+168
New +$3.15K ﹤0.01% 1485

Other funds holding CELH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

Berman Capital Advisors increased its Celsius Holdings (CELH) stake by 60% in Q3 2021, buying an estimated $2.7K and bringing the position to 279 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Berman Capital Advisors first reported a position in CELH in Q1 2021 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold CELH as of Q3 2021.

  • Berman Capital Advisors held 279 shares of Celsius Holdings worth $8K as of Q3 2021.
  • Berman Capital Advisors bought 105 Celsius Holdings shares in Q3 2021, an estimated $2.7K.
  • Celsius Holdings made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1245 holding.
  • Berman Capital Advisors first reported a position in Celsius Holdings in Q1 2021 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2021.

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