Claraphi Advisory Network’s NIO NIO Stock Holding History

Claraphi Advisory Network’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 Q3	–	Sell	-9,200	Closed	-$489K	–	341
2021 Q2	$489K	Sell	9,200 -975	-10%	-$39K	0.15%	159
2021 Q1	$397K	Buy	10,175 +3,910	+62%	+$199K	0.11%	189
2020 Q4	$305K	Buy	+6,265	New	+$242K	0.08%	207
2020 Q3	–	Sell	-14,550	Closed	-$112K	–	288
2020 Q2	$112K	Buy	14,550 +12,500	+610%	+$54.9K	0.05%	265
2020 Q1	$6K	Buy	+2,050	New	+$7.63K	﹤0.01%	861
2019 Q3	–	Sell	-23,505	Closed	-$60K	–	421
2019 Q2	$60K	Buy	23,505 +7,459	+46%	+$29.9K	0.04%	238
2019 Q1	$82K	Buy	16,046 +2,076	+15%	+$14.7K	0.05%	229
2018 Q4	$89K	Buy	13,970 +3,220	+30%	+$22.4K	0.07%	202
2018 Q3	$75K	Buy	+10,750	New	+$88.6K	0.04%	257

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 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

Claraphi Advisory Network's NIO Position: Q3 2021 in Review

Claraphi Advisory Network sold out of NIO (NIO) in Q3 2021, closing a stake of 9,200 shares — an estimated $489K sold.

Claraphi Advisory Network first reported a position in NIO in Q3 2018 and held it in 9 quarters. The position peaked at $489K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Claraphi Advisory Network reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Claraphi Advisory Network sold 9,200 NIO shares in Q3 2021, an estimated $489K.
Claraphi Advisory Network first reported a position in NIO in Q3 2018 and held it in 9 quarters.
Claraphi Advisory Network's NIO position peaked at $489K in Q2 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Claraphi Advisory Network's 13F filing for Q3 2021, filed 15 Nov 2021.