Delos Wealth Advisors’s NIO NIO Stock Holding History

Delos Wealth Advisors’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	-100	Closed	-$975	–	410
2022 Q4	$975	Hold	100	–	–	﹤0.01%	238
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	200
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	196
2022 Q1	$2K	Sell	100 -200	-67%	-$4.71K	﹤0.01%	218
2021 Q4	$10K	Hold	300	–	–	0.01%	213
2021 Q3	$11K	Hold	300	–	–	0.01%	97
2021 Q2	$16K	Buy	+300	New	+$12K	0.02%	80

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

Delos Wealth Advisors's NIO Position: Q1 2023 in Review

Delos Wealth Advisors sold out of NIO (NIO) in Q1 2023, closing a stake of 100 shares — an estimated $975 sold.

Delos Wealth Advisors first reported a position in NIO in Q2 2021 and held it in 7 quarters. The position peaked at $16K in Q2 2021. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

Delos Wealth Advisors reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
Delos Wealth Advisors sold 100 NIO shares in Q1 2023, an estimated $975.
Delos Wealth Advisors first reported a position in NIO in Q2 2021 and held it in 7 quarters.
Delos Wealth Advisors's NIO position peaked at $16K in Q2 2021.
493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on Delos Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.