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 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 $3.37T AUM 44.26% 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

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

Belpointe Asset Management sold out of NIO (NIO) in Q2 2023, closing a stake of 11,591 shares — an estimated $122K sold.

Belpointe Asset Management first reported a position in NIO in Q4 2020 and held it in 10 quarters. The position peaked at $1.47M in Q4 2021. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

Belpointe Asset Management reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 11,591 NIO shares in Q2 2023, an estimated $122K.
Belpointe Asset Management first reported a position in NIO in Q4 2020 and held it in 10 quarters.
Belpointe Asset Management's NIO position peaked at $1.47M in Q4 2021.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.