Global Financial Private Client’s NIO NIO Stock Holding History

Global Financial Private Client’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 Q4	–	Sell	-300	Closed	-$4.65K	–	691
2022 Q3	$4.65K	Hold	300	–	–	﹤0.01%	476
2022 Q2	$6.41K	Hold	300	–	–	﹤0.01%	440
2022 Q1	$6.58K	Hold	300	–	–	﹤0.01%	444
2021 Q4	$9.5K	Hold	300	–	–	﹤0.01%	400
2021 Q3	$10.6K	Hold	300	–	–	0.01%	347
2021 Q2	$15.3K	Hold	300	–	–	0.01%	322
2021 Q1	$11.9K	Buy	+300	New	+$15.3K	0.01%	302

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

AMH

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

Global Financial Private Client's NIO Position: Q4 2022 in Review

Global Financial Private Client sold out of NIO (NIO) in Q4 2022, closing a stake of 300 shares — an estimated $4.65K sold.

Global Financial Private Client first reported a position in NIO in Q1 2021 and held it in 7 quarters. The position peaked at $15.3K in Q2 2021. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

Global Financial Private Client reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
Global Financial Private Client sold 300 NIO shares in Q4 2022, an estimated $4.65K.
Global Financial Private Client first reported a position in NIO in Q1 2021 and held it in 7 quarters.
Global Financial Private Client's NIO position peaked at $15.3K in Q2 2021.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Global Financial Private Client's 13F filing for Q4 2022, filed 16 May 2024.