Ellis Investment Partners’s NIO NIO Stock Holding History

Ellis Investment Partners’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	–	Sell	-100	Closed	-$2K	–	813
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	759
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	730
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	717
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	691
2021 Q1	$4K	Buy	+100	New	+$5.1K	﹤0.01%	684
2019 Q4	–	Sell	-200	Closed	–	–	698
2019 Q3	$0	Hold	200	–	–	﹤0.01%	705
2019 Q2	$0	Buy	+200	New	+$803	﹤0.01%	657

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ellis Investment Partners's NIO Position: Q2 2022 in Review

Ellis Investment Partners sold out of NIO (NIO) in Q2 2022, closing a stake of 100 shares — an estimated $2K sold.

Ellis Investment Partners first reported a position in NIO in Q2 2019 and held it in 7 quarters. The position peaked at $5K in Q2 2021. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

Ellis Investment Partners reported no remaining NIO position as of Q2 2022 after selling out during the quarter.
Ellis Investment Partners sold 100 NIO shares in Q2 2022, an estimated $2K.
Ellis Investment Partners first reported a position in NIO in Q2 2019 and held it in 7 quarters.
Ellis Investment Partners's NIO position peaked at $5K in Q2 2021.
544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Ellis Investment Partners's 13F filing for Q2 2022, filed 1 Aug 2022.