Focus Financial Network’s NIO NIO Stock Holding History

Focus Financial Network’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 Q3	–	Sell	-4,445	Closed	-$236K	–	410
2021 Q2	$236K	Buy	+4,445	New	+$178K	0.03%	370
2021 Q1	–	Sell	-4,508	Closed	-$220K	–	476
2020 Q4	$220K	Buy	+4,508	New	+$174K	0.02%	405

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 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

Focus Financial Network's NIO Position: Q3 2021 in Review

Focus Financial Network sold out of NIO (NIO) in Q3 2021, closing a stake of 4,445 shares — an estimated $236K sold.

Focus Financial Network first reported a position in NIO in Q4 2020 and held it in 2 quarters. The position peaked at $236K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Focus Financial Network reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Focus Financial Network sold 4,445 NIO shares in Q3 2021, an estimated $236K.
Focus Financial Network first reported a position in NIO in Q4 2020 and held it in 2 quarters.
Focus Financial Network's NIO position peaked at $236K in Q2 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Focus Financial Network's 13F filing for Q3 2021, filed 24 Jul 2024.