Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-294
Closed -$6K 906
2022
Q2
$6K Buy
+294
New +$5.39K ﹤0.01% 1018
2021
Q4
Sell
-103
Closed -$4K 722
2021
Q3
$4K Hold
103
﹤0.01% 876
2021
Q2
$5K Buy
+103
New +$4.13K ﹤0.01% 867

Other funds holding NIO

CX Institutional's NIO Position: Q3 2022 in Review

CX Institutional sold out of NIO (NIO) in Q3 2022, closing a stake of 294 shares — an estimated $6K sold.

CX Institutional first reported a position in NIO in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 504 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

  • CX Institutional reported no remaining NIO position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 294 NIO shares in Q3 2022, an estimated $6K.
  • CX Institutional first reported a position in NIO in Q2 2021 and held it in 3 quarters.
  • CX Institutional's NIO position peaked at $6K in Q2 2022.
  • 504 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.