Cypress Wealth Services’s NIO NIO Stock Holding History

Cypress Wealth Services’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
2020 Q3	–	Sell	-16,250	Closed	-$125K	–	425
2020 Q2	$125K	Buy	+16,250	New	+$71.4K	0.03%	264

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cypress Wealth Services's NIO Position: Q3 2020 in Review

Cypress Wealth Services sold out of NIO (NIO) in Q3 2020, closing a stake of 16,250 shares — an estimated $125K sold.

Cypress Wealth Services first reported a position in NIO in Q2 2020 and held it in 1 quarter. The position peaked at $125K in Q2 2020. 383 funds tracked by Wall St. Rank hold NIO as of Q3 2020.

Cypress Wealth Services reported no remaining NIO position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 16,250 NIO shares in Q3 2020, an estimated $125K.
Cypress Wealth Services first reported a position in NIO in Q2 2020 and held it in 1 quarter.
Cypress Wealth Services's NIO position peaked at $125K in Q2 2020.
383 funds tracked by Wall St. Rank held NIO as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.