Brewin Dolphin Wealth Management’s NIO NIO Stock Holding History

Brewin Dolphin 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
2022 Q2	$17K	Hold	800	–	–	﹤0.01%	251
2022 Q1	$17K	Hold	800	–	–	﹤0.01%	262
2021 Q4	$25K	Hold	800	–	–	﹤0.01%	243
2021 Q3	$28.5K	Hold	800	–	–	﹤0.01%	237
2021 Q2	$42.6K	Hold	800	–	–	0.01%	204
2021 Q1	$31.2K	Sell	800 -1,180	-60%	-$60.1K	﹤0.01%	224
2020 Q4	$96.5K	Buy	+1,980	New	+$76.6K	0.02%	132

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Brewin Dolphin Wealth Management's NIO Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its NIO (NIO) position steady in Q2 2022 at 800 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Brewin Dolphin Wealth Management first reported a position in NIO in Q4 2020 and has held it in 7 quarters since. The position peaked at $96.5K in Q4 2020. 543 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

Brewin Dolphin Wealth Management held 800 shares of NIO worth $17K as of Q2 2022.
Brewin Dolphin Wealth Management left its NIO share count unchanged in Q2 2022.
NIO made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #251 holding.
Brewin Dolphin Wealth Management first reported a position in NIO in Q4 2020 and has held it in 7 quarters since.
Brewin Dolphin Wealth Management's NIO position peaked at $96.5K in Q4 2020.
543 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.