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	-$49K	–	417
2019 Q2	$49K	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 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

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

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

B. Riley Wealth Management's NIO Position: Q3 2021 in Review

B. Riley Wealth Management sold out of NIO (NIO) in Q3 2021, closing a stake of 8,369 shares — an estimated $445K sold.

B. Riley Wealth Management first reported a position in NIO in Q4 2018 and held it in 5 quarters. The position peaked at $445K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

B. Riley Wealth Management reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
B. Riley Wealth Management sold 8,369 NIO shares in Q3 2021, an estimated $445K.
B. Riley Wealth Management first reported a position in NIO in Q4 2018 and held it in 5 quarters.
B. Riley Wealth Management's NIO position peaked at $445K in Q2 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on B. Riley Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.