GM Advisory Group’s NIO NIO Stock Holding History

GM Advisory Group’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 Q1	–	Sell	-9,286	Closed	-$294K	–	215
2021 Q4	$294K	Sell	9,286 -20,075	-68%	-$738K	0.03%	162
2021 Q3	$1.05M	Sell	29,361 -390	-1%	-$16K	0.11%	94
2021 Q2	$1.58M	Buy	29,751 +5,100	+21%	+$204K	0.16%	77
2021 Q1	$961K	Buy	24,651 +6,931	+39%	+$353K	0.12%	86
2020 Q4	$864K	Buy	+17,720	New	+$686K	0.12%	82

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

GM Advisory Group's NIO Position: Q1 2022 in Review

GM Advisory Group sold out of NIO (NIO) in Q1 2022, closing a stake of 9,286 shares — an estimated $294K sold.

GM Advisory Group first reported a position in NIO in Q4 2020 and held it in 5 quarters. The position peaked at $1.58M in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

GM Advisory Group reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
GM Advisory Group sold 9,286 NIO shares in Q1 2022, an estimated $294K.
GM Advisory Group first reported a position in NIO in Q4 2020 and held it in 5 quarters.
GM Advisory Group's NIO position peaked at $1.58M in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on GM Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.