Avitas Wealth Management’s NIO NIO Stock Holding History

Avitas Wealth Management’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 Q1	–	Sell	-15,917	Closed	-$776K	–	220
2020 Q4	$776K	Buy	15,917 +398	+3%	+$15.4K	0.16%	160
2020 Q3	$329K	Buy	+15,519	New	+$239K	0.09%	172

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

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

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

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 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

Avitas Wealth Management's NIO Position: Q1 2021 in Review

Avitas Wealth Management sold out of NIO (NIO) in Q1 2021, closing a stake of 15,917 shares — an estimated $776K sold.

Avitas Wealth Management first reported a position in NIO in Q3 2020 and held it in 2 quarters. The position peaked at $776K in Q4 2020. 585 funds tracked by Wall St. Rank hold NIO as of Q1 2021.

Avitas Wealth Management reported no remaining NIO position as of Q1 2021 after selling out during the quarter.
Avitas Wealth Management sold 15,917 NIO shares in Q1 2021, an estimated $776K.
Avitas Wealth Management first reported a position in NIO in Q3 2020 and held it in 2 quarters.
Avitas Wealth Management's NIO position peaked at $776K in Q4 2020.
585 funds tracked by Wall St. Rank held NIO as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.