Belpointe Asset Management’s NIO NIO Stock Holding History

Belpointe 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	-11,591	Closed	-$122K	–	2355
2023 Q1	$122K	Buy	11,591 +6,615	+133%	+$67.6K	0.01%	1197
2022 Q4	$48.5K	Sell	4,976 -20,815	-81%	-$240K	﹤0.01%	1639
2022 Q3	$407K	Buy	25,791 +3,014	+13%	+$59.6K	0.03%	586
2022 Q2	$495K	Sell	22,777 -7,993	-26%	-$147K	0.03%	486
2022 Q1	$649K	Sell	30,770 -15,617	-34%	-$368K	0.04%	448
2021 Q4	$1.47M	Buy	46,387 +13,610	+42%	+$500K	0.09%	222
2021 Q3	$1.17M	Buy	32,777 +7,864	+32%	+$323K	0.08%	273
2021 Q2	$1.32M	Buy	24,913 +20,735	+496%	+$830K	0.1%	232
2021 Q1	$163K	Buy	4,178 +1,377	+49%	+$70.2K	0.01%	817
2020 Q4	$136K	Buy	+2,801	New	+$108K	0.01%	833

Other funds holding NIO

Baillie Gifford & Co

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

BlackRock New York $5.7T 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return