Atlas Private Wealth Advisors’s NIO NIO Stock Holding History

Atlas Private Wealth 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 Q4	–	Sell	-520	Closed	-$19K	–	511
2021 Q3	$19K	Sell	520 -120	-19%	-$4.93K	0.01%	362
2021 Q2	$34K	Sell	640 -157	-20%	-$6.29K	0.02%	279
2021 Q1	$31K	Buy	797 +57	+8%	+$2.9K	0.02%	297
2020 Q4	$36K	Buy	740 +680	+1,133%	+$26.3K	0.02%	258
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	637
2020 Q2	$0	Buy	+60	New	+$264	﹤0.01%	705

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

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

Norges Bank Oslo, Norway $1T AUM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Atlas Private Wealth Advisors's NIO Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of NIO (NIO) in Q4 2021, closing a stake of 520 shares — an estimated $19K sold.

Atlas Private Wealth Advisors first reported a position in NIO in Q2 2020 and held it in 6 quarters. The position peaked at $36K in Q4 2020. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 520 NIO shares in Q4 2021, an estimated $19K.
Atlas Private Wealth Advisors first reported a position in NIO in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's NIO position peaked at $36K in Q4 2020.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.