Axxcess Wealth Management’s NIO NIO Stock Holding History

Axxcess 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
2022 Q4	–	Sell	-12,813	Closed	-$202K	–	650
2022 Q3	$202K	Sell	12,813 -2,088	-14%	-$41.3K	0.02%	503
2022 Q2	$324K	Sell	14,901 -862	-5%	-$15.8K	0.03%	379
2022 Q1	$332K	Sell	15,763 -85	-0.5%	-$2K	0.03%	450
2021 Q4	$502K	Buy	+15,848	New	+$582K	0.04%	360

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Axxcess Wealth Management's NIO Position: Q4 2022 in Review

Axxcess Wealth Management sold out of NIO (NIO) in Q4 2022, closing a stake of 12,813 shares — an estimated $202K sold.

Axxcess Wealth Management first reported a position in NIO in Q4 2021 and held it in 4 quarters. The position peaked at $502K in Q4 2021. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

Axxcess Wealth Management reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
Axxcess Wealth Management sold 12,813 NIO shares in Q4 2022, an estimated $202K.
Axxcess Wealth Management first reported a position in NIO in Q4 2021 and held it in 4 quarters.
Axxcess Wealth Management's NIO position peaked at $502K in Q4 2021.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.