Castle Wealth Management’s NIO NIO Stock Holding History

Castle 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 Q4	–	Sell	-160	Closed	-$3K	–	434
2022 Q3	$3K	Hold	160	–	–	﹤0.01%	545
2022 Q2	$3K	Buy	+160	New	+$2.94K	﹤0.01%	539

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Castle Wealth Management's NIO Position: Q4 2022 in Review

Castle Wealth Management sold out of NIO (NIO) in Q4 2022, closing a stake of 160 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in NIO in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

Castle Wealth Management reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 160 NIO shares in Q4 2022, an estimated $3K.
Castle Wealth Management first reported a position in NIO in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's NIO position peaked at $3K in Q3 2022.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.