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Capital Directions Investment Advisors’s NIO NIO Stock Holding History

Capital Directions Investment Advisors’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
Q3 		– Sell
-200
Closed -$4K – 234
2022
Q2 		$4K Hold
200
– – ﹤0.01% 236
2022
Q1 		$4K Buy
+200
New +$4.71K ﹤0.01% 253
2021
Q4 		– Sell
-100
Closed -$4K – 162
2021
Q3 		$4K Buy
+100
New +$4.11K ﹤0.01% 247

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Capital Directions Investment Advisors's NIO Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of NIO (NIO) in Q3 2022, closing a stake of 200 shares — an estimated $4K sold.

Capital Directions Investment Advisors first reported a position in NIO in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 504 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

  • Capital Directions Investment Advisors reported no remaining NIO position as of Q3 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 200 NIO shares in Q3 2022, an estimated $4K.
  • Capital Directions Investment Advisors first reported a position in NIO in Q3 2021 and held it in 3 quarters.
  • Capital Directions Investment Advisors's NIO position peaked at $4K in Q2 2022.
  • 504 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.