Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$90K Buy
2,542
+15
+0.6% +$616 0.01% 471
2021
Q2
$134K Buy
2,527
+2,517
+25,170% +$101K 0.02% 312
2021
Q1
$0 Hold
10
﹤0.01% 1849
2020
Q4
$0 Buy
+10
New +$387 ﹤0.01% 1769

Other funds holding NIO

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

Berman Capital Advisors increased its NIO (NIO) stake by 0.59% in Q3 2021, buying an estimated $616 and bringing the position to 2,542 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #471.

Berman Capital Advisors first reported a position in NIO in Q4 2020 and has held it in 4 quarters since. The position peaked at $134K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

  • Berman Capital Advisors held 2,542 shares of NIO worth $90K as of Q3 2021.
  • Berman Capital Advisors bought 15 NIO shares in Q3 2021, an estimated $616.
  • NIO made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #471 holding.
  • Berman Capital Advisors first reported a position in NIO in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's NIO position peaked at $134K in Q2 2021.
  • 577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

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