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Gerber Kawasaki Wealth & Investment Management’s NIO NIO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q2 		– Sell
-17,535
Closed -$369K – 259
2022
Q1 		$369K Buy
17,535
+1,344
+8% +$31.7K 0.03% 179
2021
Q4 		$512K Buy
16,191
+16,170
+77,000% +$594K 0.04% 153
2021
Q3 		$21K Sell
21
-18,233
-100% -$749K ﹤0.01% 497
2021
Q2 		$971K Buy
18,254
+1,912
+12% +$76.6K 0.1% 104
2021
Q1 		$637K Buy
+16,342
New +$833K 0.08% 120

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NIO Position: Q2 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of NIO (NIO) in Q2 2022, closing a stake of 17,535 shares — an estimated $369K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in NIO in Q1 2021 and held it in 5 quarters. The position peaked at $971K in Q2 2021. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining NIO position as of Q2 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 17,535 NIO shares in Q2 2022, an estimated $369K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in NIO in Q1 2021 and held it in 5 quarters.
  • Gerber Kawasaki Wealth & Investment Management's NIO position peaked at $971K in Q2 2021.
  • 544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.