BerganKDV Wealth Management’s NIO NIO Stock Holding History

BerganKDV Wealth 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 Q1	–	Sell	-2,498	Closed	-$24.4K	–	1100
2022 Q4	$24.4K	Buy	+2,498	New	+$28.8K	﹤0.01%	470
2021 Q2	–	Sell	-110	Closed	-$4K	–	1001
2021 Q1	$4K	Buy	110 +10	+10%	+$510	﹤0.01%	698
2020 Q4	$5K	Buy	+100	New	+$3.87K	﹤0.01%	658
2020 Q3	–	Sell	-200	Closed	-$2K	–	978
2020 Q2	$2K	Buy	+200	New	+$879	﹤0.01%	769

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BerganKDV Wealth Management's NIO Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of NIO (NIO) in Q1 2023, closing a stake of 2,498 shares — an estimated $24.4K sold.

BerganKDV Wealth Management first reported a position in NIO in Q2 2020 and held it in 4 quarters. The position peaked at $24.4K in Q4 2022. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

BerganKDV Wealth Management reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 2,498 NIO shares in Q1 2023, an estimated $24.4K.
BerganKDV Wealth Management first reported a position in NIO in Q2 2020 and held it in 4 quarters.
BerganKDV Wealth Management's NIO position peaked at $24.4K in Q4 2022.
493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.