Cordasco Financial Network’s NIO NIO Stock Holding History

Cordasco Financial 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
2022 Q2	$72K	Buy	3,335 +1,100	+49%	+$20.2K	0.05%	154
2022 Q1	$47K	Buy	2,235 +200	+10%	+$4.71K	0.03%	208
2021 Q4	$64K	Sell	2,035 -200	-9%	-$7.35K	0.04%	169
2021 Q3	$80K	Hold	2,235	–	–	0.05%	143
2021 Q2	$119K	Buy	2,235 +735	+49%	+$29.4K	0.08%	120
2021 Q1	$58K	Buy	1,500 +600	+67%	+$30.6K	0.04%	161
2020 Q4	$44K	Buy	+900	New	+$34.8K	0.03%	180

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cordasco Financial Network's NIO Position: Q2 2022 in Review

Cordasco Financial Network increased its NIO (NIO) stake by 49% in Q2 2022, buying an estimated $20.2K and bringing the position to 3,335 shares worth $72K. The position accounts for 0.05% of the portfolio, ranked #154.

Cordasco Financial Network first reported a position in NIO in Q4 2020 and has held it in 7 quarters since. The position peaked at $119K in Q2 2021. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

Cordasco Financial Network held 3,335 shares of NIO worth $72K as of Q2 2022.
Cordasco Financial Network bought 1,100 NIO shares in Q2 2022, an estimated $20.2K.
NIO made up 0.05% of Cordasco Financial Network's portfolio in Q2 2022, its #154 holding.
Cordasco Financial Network first reported a position in NIO in Q4 2020 and has held it in 7 quarters since.
Cordasco Financial Network's NIO position peaked at $119K in Q2 2021.
544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.