BCA
NAGE

Berman Capital Advisors’s Niagen Bioscience NAGE Stock Holding History

Berman Capital Advisors’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$3K Hold
519
– – ﹤0.01% 1636
2021
Q2 		$5K Buy
+519
New +$4.53K ﹤0.01% 1369

Other funds holding NAGE

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

Berman Capital Advisors held its Niagen Bioscience (NAGE) position steady in Q3 2021 at 519 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Berman Capital Advisors first reported a position in NAGE in Q2 2021 and has held it in 2 quarters since. The position peaked at $5K in Q2 2021. 86 funds tracked by Wall St. Rank hold NAGE as of Q3 2021.

  • Berman Capital Advisors held 519 shares of Niagen Bioscience worth $3K as of Q3 2021.
  • Berman Capital Advisors left its Niagen Bioscience share count unchanged in Q3 2021.
  • Niagen Bioscience made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1636 holding.
  • Berman Capital Advisors first reported a position in Niagen Bioscience in Q2 2021 and has held it in 2 quarters since.
  • Berman Capital Advisors's Niagen Bioscience position peaked at $5K in Q2 2021.
  • 86 funds tracked by Wall St. Rank held Niagen Bioscience as of Q3 2021.

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