Harvest Group Wealth Management’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
– Sell
-300
Closed -$15K – 467
2020
Q4
$15K Buy
+300
New +$11.6K 0.01% 194

Other funds holding NIO

Harvest Group Wealth Management's NIO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of NIO (NIO) in Q1 2021, closing a stake of 300 shares — an estimated $15K sold.

Harvest Group Wealth Management first reported a position in NIO in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 585 funds tracked by Wall St. Rank hold NIO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining NIO position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 300 NIO shares in Q1 2021, an estimated $15K.
  • Harvest Group Wealth Management first reported a position in NIO in Q4 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's NIO position peaked at $15K in Q4 2020.
  • 585 funds tracked by Wall St. Rank held NIO as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.