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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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return