ACG Wealth’s NIO NIO Stock Holding History

ACG Wealth’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$161K	Sell	10,235 -12	-0.1%	-$237	0.04%	239
2022 Q2	$223K	Sell	10,247 -35	-0.3%	-$642	0.05%	233
2022 Q1	$216K	Buy	10,282 +580	+6%	+$13.7K	0.04%	251
2021 Q4	$307K	Hold	9,702	–	–	0.04%	260
2021 Q3	$346K	Sell	9,702 -2,215	-19%	-$91K	0.05%	230
2021 Q2	$634K	Sell	11,917 -2,321	-16%	-$93K	0.08%	179
2021 Q1	$555K	Sell	14,238 -3,342	-19%	-$170K	0.07%	186
2020 Q4	$857K	Buy	17,580 +15	+0.1%	+$580	0.12%	143
2020 Q3	$373K	Buy	+17,565	New	+$270K	0.06%	196

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

ACG Wealth's NIO Position: Q3 2022 in Review

ACG Wealth reduced its NIO (NIO) stake by 0.12% in Q3 2022, selling an estimated $237 and leaving 10,235 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #239.

ACG Wealth first reported a position in NIO in Q3 2020 and has held it in 9 quarters since. The position peaked at $857K in Q4 2020. 503 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

ACG Wealth held 10,235 shares of NIO worth $161K as of Q3 2022.
ACG Wealth sold 12 NIO shares in Q3 2022, an estimated $237.
NIO made up 0.04% of ACG Wealth's portfolio in Q3 2022, its #239 holding.
ACG Wealth first reported a position in NIO in Q3 2020 and has held it in 9 quarters since.
ACG Wealth's NIO position peaked at $857K in Q4 2020.
503 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.