Halpern Financial’s NIO NIO Stock Holding History

Halpern Financial’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 Q3	–	Sell	-400	Closed	-$3.88K	–	243
2023 Q2	$3.88K	Hold	400	–	–	﹤0.01%	228
2023 Q1	$4.2K	Hold	400	–	–	﹤0.01%	157
2022 Q4	$3.9K	Sell	400 -74	-16%	-$853	﹤0.01%	161
2022 Q3	$7.47K	Hold	474	–	–	﹤0.01%	153
2022 Q2	$10.3K	Hold	474	–	–	﹤0.01%	163
2022 Q1	$9.98K	Hold	474	–	–	﹤0.01%	171
2021 Q4	$15K	Buy	474 +74	+19%	+$2.72K	0.01%	159
2021 Q3	$14.3K	Hold	400	–	–	0.01%	150
2021 Q2	$21.3K	Hold	400	–	–	0.01%	96
2021 Q1	$15.6K	Hold	400	–	–	0.01%	112
2020 Q4	$19.5K	Buy	+400	New	+$15.5K	0.01%	84

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Halpern Financial's NIO Position: Q3 2023 in Review

Halpern Financial sold out of NIO (NIO) in Q3 2023, closing a stake of 400 shares — an estimated $3.88K sold.

Halpern Financial first reported a position in NIO in Q4 2020 and held it in 11 quarters. The position peaked at $21.3K in Q2 2021. 476 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

Halpern Financial reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 400 NIO shares in Q3 2023, an estimated $3.88K.
Halpern Financial first reported a position in NIO in Q4 2020 and held it in 11 quarters.
Halpern Financial's NIO position peaked at $21.3K in Q2 2021.
476 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.