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 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

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

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

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 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

Bernardo Wealth Planning's NIO Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of NIO (NIO) in Q1 2021, closing a stake of 4,450 shares — an estimated $216K sold.

Bernardo Wealth Planning first reported a position in NIO in Q4 2018 and held it in 5 quarters. The position peaked at $216K in Q4 2020. 585 funds tracked by Wall St. Rank hold NIO as of Q1 2021.

Bernardo Wealth Planning reported no remaining NIO position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 4,450 NIO shares in Q1 2021, an estimated $216K.
Bernardo Wealth Planning first reported a position in NIO in Q4 2018 and held it in 5 quarters.
Bernardo Wealth Planning's NIO position peaked at $216K in Q4 2020.
585 funds tracked by Wall St. Rank held NIO as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.