Berman Capital Advisors’s Plug Power PLUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$58K Buy
2,291
+1,037
+83% +$27.8K 0.01% 614
2021
Q2
$42K Buy
1,254
+551
+78% +$16K 0.01% 651
2021
Q1
$25K Buy
703
+234
+50% +$12.1K 0.01% 713
2020
Q4
$15K Buy
469
+56
+14% +$1.27K ﹤0.01% 766
2020
Q3
$5K Hold
413
﹤0.01% 1052
2020
Q2
$3K Buy
+413
New +$1.93K ﹤0.01% 1168

Other funds holding PLUG

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

Berman Capital Advisors increased its Plug Power (PLUG) stake by 83% in Q3 2021, buying an estimated $27.8K and bringing the position to 2,291 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #614.

Berman Capital Advisors first reported a position in PLUG in Q2 2020 and has held it in 6 quarters since. 534 funds tracked by Wall St. Rank hold PLUG as of Q3 2021.

  • Berman Capital Advisors held 2,291 shares of Plug Power worth $58K as of Q3 2021.
  • Berman Capital Advisors bought 1,037 Plug Power shares in Q3 2021, an estimated $27.8K.
  • Plug Power made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #614 holding.
  • Berman Capital Advisors first reported a position in Plug Power in Q2 2020 and has held it in 6 quarters since.
  • 534 funds tracked by Wall St. Rank held Plug Power as of Q3 2021.

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