Goodwin Investment Advisory’s NIO NIO Stock Holding History

Goodwin Investment Advisory’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 Q3	–	Sell	-150	Closed	-$8K	–	153
2021 Q2	$8K	Sell	150 -150	-50%	-$6.01K	0.01%	111
2021 Q1	$12K	Buy	+300	New	+$15.3K	0.01%	113

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Goodwin Investment Advisory's NIO Position: Q3 2021 in Review

Goodwin Investment Advisory sold out of NIO (NIO) in Q3 2021, closing a stake of 150 shares — an estimated $8K sold.

Goodwin Investment Advisory first reported a position in NIO in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Goodwin Investment Advisory reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Goodwin Investment Advisory sold 150 NIO shares in Q3 2021, an estimated $8K.
Goodwin Investment Advisory first reported a position in NIO in Q1 2021 and held it in 2 quarters.
Goodwin Investment Advisory's NIO position peaked at $12K in Q1 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Goodwin Investment Advisory's 13F filing for Q3 2021, filed 1 Nov 2021.