D.A. Davidson & Co’s NIO NIO Stock Holding History

D.A. Davidson & Co’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 Q1	–	Sell	-7,119	Closed	-$226K	–	1316
2021 Q4	$226K	Sell	7,119 -265	-4%	-$9.74K	﹤0.01%	1152
2021 Q3	$263K	Buy	7,384 +1,670	+29%	+$68.6K	﹤0.01%	1063
2021 Q2	$304K	Buy	+5,714	New	+$229K	﹤0.01%	989
2021 Q1	–	Sell	-5,400	Closed	-$263K	–	1167
2020 Q4	$263K	Buy	+5,400	New	+$209K	﹤0.01%	890

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

D.A. Davidson & Co's NIO Position: Q1 2022 in Review

D.A. Davidson & Co sold out of NIO (NIO) in Q1 2022, closing a stake of 7,119 shares — an estimated $226K sold.

D.A. Davidson & Co first reported a position in NIO in Q4 2020 and held it in 4 quarters. The position peaked at $304K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

D.A. Davidson & Co reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
D.A. Davidson & Co sold 7,119 NIO shares in Q1 2022, an estimated $226K.
D.A. Davidson & Co first reported a position in NIO in Q4 2020 and held it in 4 quarters.
D.A. Davidson & Co's NIO position peaked at $304K in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on D.A. Davidson & Co's 13F filing for Q1 2022, filed 12 May 2022.