Buckingham Strategic Wealth’s NIO NIO Stock Holding History

Buckingham Strategic Wealth’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	–	Sell	-9,933	Closed	-$209K	–	634
2022 Q1	$209K	Buy	+9,933	New	+$234K	﹤0.01%	559
2021 Q3	–	Sell	-10,015	Closed	-$533K	–	605
2021 Q2	$533K	Buy	+10,015	New	+$401K	0.01%	337
2020 Q4	–	Sell	-19,153	Closed	-$406K	–	562
2020 Q3	$406K	Buy	+19,153	New	+$295K	0.03%	298

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Buckingham Strategic Wealth's NIO Position: Q2 2022 in Review

Buckingham Strategic Wealth sold out of NIO (NIO) in Q2 2022, closing a stake of 9,933 shares — an estimated $209K sold.

Buckingham Strategic Wealth first reported a position in NIO in Q3 2020 and held it in 3 quarters. The position peaked at $533K in Q2 2021. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

Buckingham Strategic Wealth reported no remaining NIO position as of Q2 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 9,933 NIO shares in Q2 2022, an estimated $209K.
Buckingham Strategic Wealth first reported a position in NIO in Q3 2020 and held it in 3 quarters.
Buckingham Strategic Wealth's NIO position peaked at $533K in Q2 2021.
544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.