Evolution Wealth Advisors’s NIO NIO Stock Holding History

Evolution 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
2021 Q4	–	Sell	-3,000	Closed	-$107K	–	463
2021 Q3	$107K	Hold	3,000	–	–	0.02%	150
2021 Q2	$160K	Buy	+3,000	New	+$120K	0.03%	137

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

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

Norges Bank Oslo, Norway $1T AUM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Evolution Wealth Advisors's NIO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of NIO (NIO) in Q4 2021, closing a stake of 3,000 shares — an estimated $107K sold.

Evolution Wealth Advisors first reported a position in NIO in Q2 2021 and held it in 2 quarters. The position peaked at $160K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Evolution Wealth Advisors reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 3,000 NIO shares in Q4 2021, an estimated $107K.
Evolution Wealth Advisors first reported a position in NIO in Q2 2021 and held it in 2 quarters.
Evolution Wealth Advisors's NIO position peaked at $160K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.