Avestar Capital’s NIO NIO Stock Holding History

Avestar Capital’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	-17,740	Closed	-$562K	–	444
2021 Q4	$562K	Sell	17,740 -18,288	-51%	-$672K	0.07%	237
2021 Q3	$1.28M	Buy	36,028 +4,870	+16%	+$200K	0.16%	148
2021 Q2	$1.66M	Sell	31,158 -15,389	-33%	-$616K	0.22%	112
2021 Q1	$1.92M	Buy	46,547 +17,786	+62%	+$907K	0.43%	40
2020 Q4	$1.4M	Buy	28,761 +4,366	+18%	+$169K	0.39%	47
2020 Q3	$635K	Buy	+24,395	New	+$376K	0.21%	100

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

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

Avestar Capital's NIO Position: Q1 2022 in Review

Avestar Capital sold out of NIO (NIO) in Q1 2022, closing a stake of 17,740 shares — an estimated $562K sold.

Avestar Capital first reported a position in NIO in Q3 2020 and held it in 6 quarters. The position peaked at $1.92M in Q1 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Avestar Capital reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Avestar Capital sold 17,740 NIO shares in Q1 2022, an estimated $562K.
Avestar Capital first reported a position in NIO in Q3 2020 and held it in 6 quarters.
Avestar Capital's NIO position peaked at $1.92M in Q1 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Avestar Capital's 13F filing for Q1 2022, filed 26 Apr 2022.