Connecticut Wealth Management’s NIO NIO Stock Holding History

Connecticut Wealth Management’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 Q1	–	Sell	-8,281	Closed	-$404K	–	198
2020 Q4	$404K	Buy	+8,281	New	+$320K	0.04%	128

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Connecticut Wealth Management's NIO Position: Q1 2021 in Review

Connecticut Wealth Management sold out of NIO (NIO) in Q1 2021, closing a stake of 8,281 shares — an estimated $404K sold.

Connecticut Wealth Management first reported a position in NIO in Q4 2020 and held it in 1 quarter. The position peaked at $404K in Q4 2020. 585 funds tracked by Wall St. Rank hold NIO as of Q1 2021.

Connecticut Wealth Management reported no remaining NIO position as of Q1 2021 after selling out during the quarter.
Connecticut Wealth Management sold 8,281 NIO shares in Q1 2021, an estimated $404K.
Connecticut Wealth Management first reported a position in NIO in Q4 2020 and held it in 1 quarter.
Connecticut Wealth Management's NIO position peaked at $404K in Q4 2020.
585 funds tracked by Wall St. Rank held NIO as of Q1 2021.

Based on Connecticut Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.