BRWM
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B. Riley Wealth Management’s NIO NIO Stock Holding History

B. Riley 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
Q3 		– Sell
-8,369
Closed -$445K – 645
2021
Q2 		$445K Sell
8,369
-51
-0.6% -$2.04K 0.05% 253
2021
Q1 		$328K Buy
+8,420
New +$429K 0.04% 286
2019
Q3 		– Sell
-19,410
Closed -$49 – 417
2019
Q2 		$49 Sell
19,410
-3,100
-14% -$12.4K 0.01% 387
2019
Q1 		$115K Sell
22,510
-13,550
-38% -$96K 0.02% 374
2018
Q4 		$230K Buy
+36,060
New +$251K 0.05% 286

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return