BCR Wealth Strategies’s NIO NIO Stock Holding History

BCR Wealth Strategies’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	-65	Closed	-$1K	–	67
2022 Q3	$1K	Hold	65	–	–	﹤0.01%	90
2022 Q2	$1K	Hold	65	–	–	﹤0.01%	94
2022 Q1	$1K	Hold	65	–	–	﹤0.01%	100
2021 Q4	$2K	Buy	+65	New	+$2.39K	﹤0.01%	98

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

BCR Wealth Strategies's NIO Position: Q4 2022 in Review

BCR Wealth Strategies sold out of NIO (NIO) in Q4 2022, closing a stake of 65 shares — an estimated $1K sold.

BCR Wealth Strategies first reported a position in NIO in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

BCR Wealth Strategies reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 65 NIO shares in Q4 2022, an estimated $1K.
BCR Wealth Strategies first reported a position in NIO in Q4 2021 and held it in 4 quarters.
BCR Wealth Strategies's NIO position peaked at $2K in Q4 2021.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.