Capital Advisory Group Advisory Services’s NIO NIO Stock Holding History

Capital Advisory Group Advisory Services’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	-300	Closed	-$6K	–	382
2022 Q1	$6K	Buy	+300	New	+$7.07K	﹤0.01%	421
2021 Q1	–	Sell	-47	Closed	-$2K	–	544
2020 Q4	$2K	Buy	+47	New	+$1.82K	﹤0.01%	493
2019 Q4	–	Sell	-200	Closed	–	–	334
2019 Q3	$0	Hold	200	–	–	﹤0.01%	445
2019 Q2	$1K	Sell	200 -300	-60%	-$1.2K	﹤0.01%	403
2019 Q1	$3K	Buy	+500	New	+$3.54K	﹤0.01%	356

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 $3.37T AUM 44.26% 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

Capital Advisory Group Advisory Services's NIO Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of NIO (NIO) in Q2 2022, closing a stake of 300 shares — an estimated $6K sold.

Capital Advisory Group Advisory Services first reported a position in NIO in Q1 2019 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining NIO position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 300 NIO shares in Q2 2022, an estimated $6K.
Capital Advisory Group Advisory Services first reported a position in NIO in Q1 2019 and held it in 5 quarters.
Capital Advisory Group Advisory Services's NIO position peaked at $6K in Q1 2022.
544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.