Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,017
Closed -$29.4K 516
2022
Q4
$29.4K Buy
+3,017
New +$34.8K 0.01% 223
2021
Q3
Sell
-5,916
Closed -$301K 95
2021
Q2
$301K Buy
+5,916
New +$237K 0.12% 67
2021
Q1
Sell
-32,199
Closed -$1.57M 79
2020
Q4
$1.57M Buy
32,199
+3,414
+12% +$132K 0.72% 36
2020
Q3
$611K Buy
28,785
+12,985
+82% +$200K 0.36% 45
2020
Q2
$122K Buy
+15,800
New +$69.4K 0.08% 55

Other funds holding NIO

EWG Elevate's NIO Position: Q1 2023 in Review

EWG Elevate sold out of NIO (NIO) in Q1 2023, closing a stake of 3,017 shares — an estimated $29.4K sold.

EWG Elevate first reported a position in NIO in Q2 2020 and held it in 5 quarters. The position peaked at $1.57M in Q4 2020. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

  • EWG Elevate reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 3,017 NIO shares in Q1 2023, an estimated $29.4K.
  • EWG Elevate first reported a position in NIO in Q2 2020 and held it in 5 quarters.
  • EWG Elevate's NIO position peaked at $1.57M in Q4 2020.
  • 493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.