Castleview Partners’s NIO NIO Stock Holding History

Castleview Partners’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	-85	Closed	-$340K	–	704
2022 Q2	$340K	Sell	85 -25	-23%	-$459	0.27%	83
2022 Q1	$2K	Buy	+110	New	+$2.59K	﹤0.01%	649
2021 Q2	$28K	Buy	+535	New	+$21.4K	0.01%	507

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

AMH

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

Castleview Partners's NIO Position: Q3 2022 in Review

Castleview Partners sold out of NIO (NIO) in Q3 2022, closing a stake of 85 shares — an estimated $340K sold.

Castleview Partners first reported a position in NIO in Q2 2021 and held it in 3 quarters. The position peaked at $340K in Q2 2022. 504 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

Castleview Partners reported no remaining NIO position as of Q3 2022 after selling out during the quarter.
Castleview Partners sold 85 NIO shares in Q3 2022, an estimated $340K.
Castleview Partners first reported a position in NIO in Q2 2021 and held it in 3 quarters.
Castleview Partners's NIO position peaked at $340K in Q2 2022.
504 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.