Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$484K Sell
9,100
-400
-4% -$16K 0.46% 59
2021
Q1
$370K Sell
9,500
-7,000
-42% -$357K 0.37% 66
2020
Q4
$804K Buy
+16,500
New +$638K 0.88% 36

Other funds holding NIO

Coe Capital Management's NIO Position: Q2 2021 in Review

Coe Capital Management reduced its NIO (NIO) stake by 4.2% in Q2 2021, selling an estimated $16K and leaving 9,100 shares worth $484K. The position accounts for 0.46% of the portfolio, ranked #59.

Coe Capital Management first reported a position in NIO in Q4 2020 and has held it in 3 quarters since. The position peaked at $804K in Q4 2020. 660 funds tracked by Wall St. Rank hold NIO as of Q2 2021.

  • Coe Capital Management held 9,100 shares of NIO worth $484K as of Q2 2021.
  • Coe Capital Management sold 400 NIO shares in Q2 2021, an estimated $16K.
  • NIO made up 0.46% of Coe Capital Management's portfolio in Q2 2021, its #59 holding.
  • Coe Capital Management first reported a position in NIO in Q4 2020 and has held it in 3 quarters since.
  • Coe Capital Management's NIO position peaked at $804K in Q4 2020.
  • 660 funds tracked by Wall St. Rank held NIO as of Q2 2021.

Based on Coe Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.