Evoke Wealth’s NIO NIO Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-50	Closed	-$1K	–	859
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	1129
2022 Q2	$1K	Buy	+50	New	+$917	﹤0.01%	1125
2021 Q3	–	Sell	-150	Closed	-$8K	–	1199
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	781
2021 Q1	$6K	Buy	+150	New	+$7.64K	﹤0.01%	806
2020 Q2	–	Sell	-164	Closed	-$456	–	1146
2020 Q1	$456	Buy	+164	New	+$611	﹤0.01%	1023

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

Norges Bank Oslo, Norway $1T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 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

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Evoke Wealth's NIO Position: Q4 2022 in Review

Evoke Wealth sold out of NIO (NIO) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Evoke Wealth first reported a position in NIO in Q1 2020 and held it in 5 quarters. The position peaked at $8K in Q2 2021. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

Evoke Wealth reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 50 NIO shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in NIO in Q1 2020 and held it in 5 quarters.
Evoke Wealth's NIO position peaked at $8K in Q2 2021.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.