Benchmark Financial Wealth Advisors’s NIO NIO Stock Holding History

Benchmark Financial 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
2021 Q3	–	Sell	-4,512	Closed	-$240K	–	70
2021 Q2	$240K	Buy	+4,512	New	+$181K	0.11%	59
2021 Q1	–	Sell	-8,524	Closed	-$415K	–	69
2020 Q4	$415K	Buy	+8,524	New	+$330K	0.23%	39

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

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

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

Benchmark Financial Wealth Advisors's NIO Position: Q3 2021 in Review

Benchmark Financial Wealth Advisors sold out of NIO (NIO) in Q3 2021, closing a stake of 4,512 shares — an estimated $240K sold.

Benchmark Financial Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 2 quarters. The position peaked at $415K in Q4 2020. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Benchmark Financial Wealth Advisors reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 4,512 NIO shares in Q3 2021, an estimated $240K.
Benchmark Financial Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 2 quarters.
Benchmark Financial Wealth Advisors's NIO position peaked at $415K in Q4 2020.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.