Blue Bell Private Wealth Management’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
– Sell
-340
Closed -$7K – 802
2022
Q2
$7K Buy
340
+50
+17% +$917 ﹤0.01% 448
2022
Q1
$6K Hold
290
– – ﹤0.01% 526
2021
Q4
$9K Buy
+290
New +$10.7K ﹤0.01% 424

Other funds holding NIO

Blue Bell Private Wealth Management's NIO Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of NIO (NIO) in Q3 2022, closing a stake of 340 shares — an estimated $7K sold.

Blue Bell Private Wealth Management first reported a position in NIO in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q4 2021. 504 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining NIO position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 340 NIO shares in Q3 2022, an estimated $7K.
  • Blue Bell Private Wealth Management first reported a position in NIO in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's NIO position peaked at $9K in Q4 2021.
  • 504 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.