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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
2021
Q4 		– Sell
-2
Closed -$1K – 803
2021
Q3 		$1K Buy
+2
New +$82 ﹤0.01% 1047

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $170B AUM 46.21% 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.