Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$265K Sell
65,825
-10,323
-14% -$20.8K ﹤0.01% 2174
2019
Q3
$119K Buy
76,148
+7,300
+11% +$22.3K ﹤0.01% 2762
2019
Q2
$176K Buy
68,848
+11,661
+20% +$46.8K ﹤0.01% 2409
2019
Q1
$292K Buy
57,187
+34,912
+157% +$247K ﹤0.01% 1989
2018
Q4
$141K Buy
22,275
+18,625
+510% +$130K ﹤0.01% 2368
2018
Q3
$25K Buy
+3,650
New +$30.1K ﹤0.01% 3751

Other funds holding NIO

Advisor Group's NIO Position: Q4 2019 in Review

Advisor Group reduced its NIO (NIO) stake by 14% in Q4 2019, selling an estimated $20.8K and leaving 65,825 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Advisor Group first reported a position in NIO in Q3 2018 and has held it in 6 quarters since. The position peaked at $292K in Q1 2019. 219 funds tracked by Wall St. Rank hold NIO as of Q4 2019.

  • Advisor Group held 65,825 shares of NIO worth $265K as of Q4 2019.
  • Advisor Group sold 10,323 NIO shares in Q4 2019, an estimated $20.8K.
  • NIO made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2174 holding.
  • Advisor Group first reported a position in NIO in Q3 2018 and has held it in 6 quarters since.
  • Advisor Group's NIO position peaked at $292K in Q1 2019.
  • 219 funds tracked by Wall St. Rank held NIO as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.