Great Point Wealth Advisors’s NIO NIO Stock Holding History

Great Point Wealth Advisors’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
2023 Q2	–	Sell	-10,000	Closed	-$105K	–	62
2023 Q1	$105K	Sell	10,000 -20	-0.2%	-$204	0.03%	60
2022 Q4	$97.7K	Buy	10,020 +20	+0.2%	+$230	0.03%	60
2022 Q3	$158K	Hold	10,000	–	–	0.06%	63
2022 Q2	$217K	Hold	10,000	–	–	0.08%	63
2022 Q1	$211K	Buy	+10,000	New	+$236K	0.07%	57

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

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

Great Point Wealth Advisors's NIO Position: Q2 2023 in Review

Great Point Wealth Advisors sold out of NIO (NIO) in Q2 2023, closing a stake of 10,000 shares — an estimated $105K sold.

Great Point Wealth Advisors first reported a position in NIO in Q1 2022 and held it in 5 quarters. The position peaked at $217K in Q2 2022. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

Great Point Wealth Advisors reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
Great Point Wealth Advisors sold 10,000 NIO shares in Q2 2023, an estimated $105K.
Great Point Wealth Advisors first reported a position in NIO in Q1 2022 and held it in 5 quarters.
Great Point Wealth Advisors's NIO position peaked at $217K in Q2 2022.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on Great Point Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.