Bellevue Asset Management’s NIO NIO Stock Holding History

Bellevue Asset 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
2023 Q2	–	Sell	-144	Closed	-$1.51K	–	488
2023 Q1	$1.51K	Hold	144	–	–	﹤0.01%	449
2022 Q4	$1.38K	Hold	144	–	–	﹤0.01%	448
2022 Q3	$2K	Hold	144	–	–	﹤0.01%	420
2022 Q2	$3K	Hold	144	–	–	﹤0.01%	366
2022 Q1	$3K	Buy	144 +39	+37%	+$919	﹤0.01%	409
2021 Q4	$3K	Sell	105 -100	-49%	-$3.67K	﹤0.01%	450
2021 Q3	$7K	Sell	205 -68	-25%	-$2.79K	﹤0.01%	358
2021 Q2	$15K	Buy	273 +11	+4%	+$441	0.01%	307
2021 Q1	$10K	Hold	262	–	–	0.01%	357
2020 Q4	$15K	Buy	262 +168	+179%	+$6.5K	0.01%	311
2020 Q3	$2K	Buy	+94	New	+$1.45K	﹤0.01%	562

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

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

Norges Bank Oslo, Norway $1T AUM

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

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

Bellevue Asset Management's NIO Position: Q2 2023 in Review

Bellevue Asset Management sold out of NIO (NIO) in Q2 2023, closing a stake of 144 shares — an estimated $1.51K sold.

Bellevue Asset Management first reported a position in NIO in Q3 2020 and held it in 11 quarters. The position peaked at $15K in Q2 2021. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

Bellevue Asset Management reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
Bellevue Asset Management sold 144 NIO shares in Q2 2023, an estimated $1.51K.
Bellevue Asset Management first reported a position in NIO in Q3 2020 and held it in 11 quarters.
Bellevue Asset Management's NIO position peaked at $15K in Q2 2021.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on Bellevue Asset Management's 13F filing for Q2 2023, filed 31 Jul 2023.