Advisor Resource Council’s NIO NIO Stock Holding History

Advisor Resource Council’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 Q1	–	Sell	-7,035	Closed	-$222K	–	417
2021 Q4	$222K	Buy	+7,035	New	+$259K	0.02%	528
2021 Q3	–	Sell	-5,902	Closed	-$314K	–	384
2021 Q2	$314K	Buy	+5,902	New	+$236K	0.03%	384

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Advisor Resource Council's NIO Position: Q1 2022 in Review

Advisor Resource Council sold out of NIO (NIO) in Q1 2022, closing a stake of 7,035 shares — an estimated $222K sold.

Advisor Resource Council first reported a position in NIO in Q2 2021 and held it in 2 quarters. The position peaked at $314K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Advisor Resource Council reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Advisor Resource Council sold 7,035 NIO shares in Q1 2022, an estimated $222K.
Advisor Resource Council first reported a position in NIO in Q2 2021 and held it in 2 quarters.
Advisor Resource Council's NIO position peaked at $314K in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.