Elmwood Wealth Management’s NIO NIO Stock Holding History

Elmwood Wealth Management’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
2021 Q2	$16K	Hold	300	–	–	0.01%	234
2021 Q1	$12K	Buy	+300	New	+$15.3K	0.01%	240

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

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Elmwood Wealth Management's NIO Position: Q2 2021 in Review

Elmwood Wealth Management held its NIO (NIO) position steady in Q2 2021 at 300 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #234.

Elmwood Wealth Management first reported a position in NIO in Q1 2021 and has held it in 2 quarters since. 661 funds tracked by Wall St. Rank hold NIO as of Q2 2021.

Elmwood Wealth Management held 300 shares of NIO worth $16K as of Q2 2021.
Elmwood Wealth Management left its NIO share count unchanged in Q2 2021.
NIO made up 0.01% of Elmwood Wealth Management's portfolio in Q2 2021, its #234 holding.
Elmwood Wealth Management first reported a position in NIO in Q1 2021 and has held it in 2 quarters since.
661 funds tracked by Wall St. Rank held NIO as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.