Bedel Financial Consulting’s NIO NIO Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-1,382	Closed	-$29K	–	629
2022 Q1	$29K	Buy	1,382 +200	+17%	+$4.71K	0.01%	491
2021 Q4	$37K	Buy	1,182 +104	+10%	+$3.82K	0.01%	457
2021 Q3	$38K	Buy	1,078 +300	+39%	+$12.3K	0.01%	423
2021 Q2	$41K	Buy	778 +25	+3%	+$1K	0.01%	410
2021 Q1	$29K	Buy	753 +377	+100%	+$19.2K	0.01%	454
2020 Q4	$18K	Sell	376 -374	-50%	-$14.5K	0.01%	465
2020 Q3	$16K	Buy	+750	New	+$11.5K	0.01%	451
2020 Q2	–	Sell	-1,000	Closed	-$3K	–	884
2020 Q1	$3K	Buy	1,000 +993	+14,186%	+$3.7K	﹤0.01%	642
2019 Q4	$0	Hold	7	–	–	﹤0.01%	775
2019 Q3	$0	Hold	7	–	–	﹤0.01%	764
2019 Q2	$0	Hold	7	–	–	﹤0.01%	737
2019 Q1	$0	Hold	7	–	–	﹤0.01%	715
2018 Q4	$0	Buy	+7	New	+$49	﹤0.01%	703

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bedel Financial Consulting's NIO Position: Q2 2022 in Review

Bedel Financial Consulting sold out of NIO (NIO) in Q2 2022, closing a stake of 1,382 shares — an estimated $29K sold.

Bedel Financial Consulting first reported a position in NIO in Q4 2018 and held it in 13 quarters. The position peaked at $41K in Q2 2021. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

Bedel Financial Consulting reported no remaining NIO position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,382 NIO shares in Q2 2022, an estimated $29K.
Bedel Financial Consulting first reported a position in NIO in Q4 2018 and held it in 13 quarters.
Bedel Financial Consulting's NIO position peaked at $41K in Q2 2021.
544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.