Financial Architects (New Jersey)’s NIO NIO Stock Holding History

Financial Architects (New Jersey)’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
2019 Q4	–	Sell	-400	Closed	-$1K	–	970
2019 Q3	$1K	Hold	400	–	–	﹤0.01%	954
2019 Q2	$1K	Sell	400 -1,000	-71%	-$4.01K	﹤0.01%	1146
2019 Q1	$8K	Buy	+1,400	New	+$9.92K	﹤0.01%	1140
2018 Q4	–	Sell	-3,700	Closed	-$26K	–	1440
2018 Q3	$26K	Buy	+3,700	New	+$30.5K	﹤0.01%	851

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

MAM

Myriad Asset Management North Point, Hong Kong $722M AUM 11.94% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Financial Architects (New Jersey)'s NIO Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of NIO (NIO) in Q4 2019, closing a stake of 400 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in NIO in Q3 2018 and held it in 4 quarters. The position peaked at $26K in Q3 2018. 219 funds tracked by Wall St. Rank hold NIO as of Q4 2019.

Financial Architects (New Jersey) reported no remaining NIO position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 400 NIO shares in Q4 2019, an estimated $1K.
Financial Architects (New Jersey) first reported a position in NIO in Q3 2018 and held it in 4 quarters.
Financial Architects (New Jersey)'s NIO position peaked at $26K in Q3 2018.
219 funds tracked by Wall St. Rank held NIO as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.