Apriem Advisors’s NIO NIO Stock Holding History

Apriem Advisors’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
2021 Q3	–	Sell	-4,981	Closed	-$265K	–	153
2021 Q2	$265K	Buy	+4,981	New	+$199K	0.04%	132
2019 Q4	–	Sell	-10,000	Closed	-$16K	–	140
2019 Q3	$16K	Sell	10,000 -7,000	-41%	-$21.4K	﹤0.01%	127
2019 Q2	$43K	Buy	17,000 +7,000	+70%	+$28.1K	0.01%	129
2019 Q1	$51K	Buy	+10,000	New	+$70.9K	0.01%	124

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 $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Apriem Advisors's NIO Position: Q3 2021 in Review

Apriem Advisors sold out of NIO (NIO) in Q3 2021, closing a stake of 4,981 shares — an estimated $265K sold.

Apriem Advisors first reported a position in NIO in Q1 2019 and held it in 4 quarters. The position peaked at $265K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Apriem Advisors reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Apriem Advisors sold 4,981 NIO shares in Q3 2021, an estimated $265K.
Apriem Advisors first reported a position in NIO in Q1 2019 and held it in 4 quarters.
Apriem Advisors's NIO position peaked at $265K in Q2 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Apriem Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.