Beacon Pointe Wealth Advisors’s NIO NIO Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	–	Sell	-10,000	Closed	-$16K	–	286
2019 Q3	$16K	Buy	+10,000	New	+$30.6K	﹤0.01%	257

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

MAM

Myriad Asset Management North Point, Hong Kong $722M AUM 11.94% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Beacon Pointe Wealth Advisors's NIO Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of NIO (NIO) in Q4 2019, closing a stake of 10,000 shares — an estimated $16K sold.

Beacon Pointe Wealth Advisors first reported a position in NIO in Q3 2019 and held it in 1 quarter. The position peaked at $16K in Q3 2019. 219 funds tracked by Wall St. Rank hold NIO as of Q4 2019.

Beacon Pointe Wealth Advisors reported no remaining NIO position as of Q4 2019 after selling out during the quarter.
Beacon Pointe Wealth Advisors sold 10,000 NIO shares in Q4 2019, an estimated $16K.
Beacon Pointe Wealth Advisors first reported a position in NIO in Q3 2019 and held it in 1 quarter.
Beacon Pointe Wealth Advisors's NIO position peaked at $16K in Q3 2019.
219 funds tracked by Wall St. Rank held NIO as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.