BWP
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Bernardo Wealth Planning’s NIO NIO Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-4,450
Closed -$216K – 122
2020
Q4 		$216K Buy
+4,450
New +$172K 0.08% 162
2019
Q4 		– Sell
-11,500
Closed -$17K – 167
2019
Q3 		$17K Sell
11,500
-4,000
-26% -$12.2K 0.01% 157
2019
Q2 		$40K Sell
15,500
-100
-0.6% -$401 0.03% 148
2019
Q1 		$80K Buy
15,600
+4,000
+34% +$28.3K 0.06% 146
2018
Q4 		$74K Buy
+11,600
New +$80.7K 0.07% 129

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return