Certified Advisory Corp’s NIO NIO Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-723	Closed	-$28K	–	539
2021 Q1	$28K	Buy	+723	New	+$36.9K	0.01%	436
2020 Q2	$4K	Hold	555	–	–	﹤0.01%	651
2020 Q1	$2K	Hold	555	–	–	﹤0.01%	701
2019 Q4	$2K	Hold	555	–	–	﹤0.01%	734
2019 Q3	$1K	Buy	555 +130	+31%	+$398	﹤0.01%	765
2019 Q2	$1K	Buy	425 +200	+89%	+$803	﹤0.01%	774
2019 Q1	$1K	Hold	225	–	–	﹤0.01%	720
2018 Q4	$1K	Buy	+225	New	+$1.56K	﹤0.01%	715

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Certified Advisory Corp's NIO Position: Q2 2021 in Review

Certified Advisory Corp sold out of NIO (NIO) in Q2 2021, closing a stake of 723 shares — an estimated $28K sold.

Certified Advisory Corp first reported a position in NIO in Q4 2018 and held it in 8 quarters. The position peaked at $28K in Q1 2021. 661 funds tracked by Wall St. Rank hold NIO as of Q2 2021.

Certified Advisory Corp reported no remaining NIO position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 723 NIO shares in Q2 2021, an estimated $28K.
Certified Advisory Corp first reported a position in NIO in Q4 2018 and held it in 8 quarters.
Certified Advisory Corp's NIO position peaked at $28K in Q1 2021.
661 funds tracked by Wall St. Rank held NIO as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.