Copperwynd Financial’s NIO NIO Stock Holding History

Copperwynd Financial’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
2023 Q1	–	Sell	-15,550	Closed	-$152K	–	148
2022 Q4	$152K	Sell	15,550 -3,500	-18%	-$40.3K	0.09%	125
2022 Q3	$300K	Buy	19,050 +400	+2%	+$7.92K	0.17%	102
2022 Q2	$405K	Hold	18,650	–	–	0.24%	94
2022 Q1	$393K	Buy	18,650 +44	+0.2%	+$1.04K	0.16%	105
2021 Q4	$589K	Buy	18,606 +699	+4%	+$25.7K	0.22%	86
2021 Q3	$638K	Hold	17,907	–	–	0.26%	69
2021 Q2	$953K	Buy	17,907 +26	+0.1%	+$1.04K	0.4%	37
2021 Q1	$697K	Sell	17,881 -100	-0.6%	-$5.1K	0.31%	42
2020 Q4	$876K	Buy	17,981 +1,081	+6%	+$41.8K	0.42%	36
2020 Q3	$359K	Buy	16,900 +4,900	+41%	+$75.4K	0.19%	84
2020 Q2	$93K	Buy	+12,000	New	+$52.7K	0.05%	110

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 $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Copperwynd Financial's NIO Position: Q1 2023 in Review

Copperwynd Financial sold out of NIO (NIO) in Q1 2023, closing a stake of 15,550 shares — an estimated $152K sold.

Copperwynd Financial first reported a position in NIO in Q2 2020 and held it in 11 quarters. The position peaked at $953K in Q2 2021. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

Copperwynd Financial reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
Copperwynd Financial sold 15,550 NIO shares in Q1 2023, an estimated $152K.
Copperwynd Financial first reported a position in NIO in Q2 2020 and held it in 11 quarters.
Copperwynd Financial's NIO position peaked at $953K in Q2 2021.
493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on Copperwynd Financial's 13F filing for Q1 2023, filed 28 Apr 2023.