Carroll Financial Associates’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$2K Buy
100
+34
+52% +$1.25K ﹤0.01% 1488
2021
Q3
$2K Sell
66
-432
-87% -$17.7K ﹤0.01% 1565
2021
Q2
$26K Buy
+498
New +$19.9K ﹤0.01% 1008

Other funds holding NIO

Carroll Financial Associates's NIO Position: Q4 2021 in Review

Carroll Financial Associates increased its NIO (NIO) stake by 52% in Q4 2021, buying an estimated $1.25K and bringing the position to 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Carroll Financial Associates first reported a position in NIO in Q2 2021 and has held it in 3 quarters since. The position peaked at $26K in Q2 2021. 606 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

  • Carroll Financial Associates held 100 shares of NIO worth $2K as of Q4 2021.
  • Carroll Financial Associates bought 34 NIO shares in Q4 2021, an estimated $1.25K.
  • NIO made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1488 holding.
  • Carroll Financial Associates first reported a position in NIO in Q2 2021 and has held it in 3 quarters since.
  • Carroll Financial Associates's NIO position peaked at $26K in Q2 2021.
  • 606 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.