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Chicago Partners Investment Group’s NIO NIO Stock Holding History

Chicago Partners Investment Group’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
Q4 		– Sell
-6,112
Closed -$258K – 594
2021
Q3 		$258K Buy
6,112
+691
+13% +$28.4K 0.02% 477
2021
Q2 		$234K Buy
5,421
+397
+8% +$15.9K 0.02% 473
2021
Q1 		$214K Buy
+5,024
New +$256K 0.02% 473

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Chicago Partners Investment Group's NIO Position: Q4 2021 in Review

Chicago Partners Investment Group sold out of NIO (NIO) in Q4 2021, closing a stake of 6,112 shares — an estimated $258K sold.

Chicago Partners Investment Group first reported a position in NIO in Q1 2021 and held it in 3 quarters. The position peaked at $258K in Q3 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

  • Chicago Partners Investment Group reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
  • Chicago Partners Investment Group sold 6,112 NIO shares in Q4 2021, an estimated $258K.
  • Chicago Partners Investment Group first reported a position in NIO in Q1 2021 and held it in 3 quarters.
  • Chicago Partners Investment Group's NIO position peaked at $258K in Q3 2021.
  • 605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Chicago Partners Investment Group's 13F filing for Q4 2021, filed 15 Feb 2022.