Founders Financial Alliance’s NIO NIO Stock Holding History

Founders Financial Alliance’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 Q3	–	Sell	-16,000	Closed	-$348K	–	521
2022 Q2	$348K	Buy	+16,000	New	+$294K	0.18%	132
2020 Q4	–	Sell	-450	Closed	-$10K	–	958
2020 Q3	$10K	Buy	+450	New	+$6.93K	0.01%	770

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AMH

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

Founders Financial Alliance's NIO Position: Q3 2022 in Review

Founders Financial Alliance sold out of NIO (NIO) in Q3 2022, closing a stake of 16,000 shares — an estimated $348K sold.

Founders Financial Alliance first reported a position in NIO in Q3 2020 and held it in 2 quarters. The position peaked at $348K in Q2 2022. 504 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

Founders Financial Alliance reported no remaining NIO position as of Q3 2022 after selling out during the quarter.
Founders Financial Alliance sold 16,000 NIO shares in Q3 2022, an estimated $348K.
Founders Financial Alliance first reported a position in NIO in Q3 2020 and held it in 2 quarters.
Founders Financial Alliance's NIO position peaked at $348K in Q2 2022.
504 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.