HBK Sorce Advisory’s NIO NIO Stock Holding History

HBK Sorce 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
2023 Q1	–	Sell	-11,966	Closed	-$117K	–	763
2022 Q4	$117K	Buy	+11,966	New	+$138K	﹤0.01%	684
2021 Q3	–	Sell	-6,412	Closed	-$341K	–	606
2021 Q2	$341K	Buy	6,412 +27	+0.4%	+$1.08K	0.02%	421
2021 Q1	$249K	Buy	6,385 +422	+7%	+$21.5K	0.01%	452
2020 Q4	$291K	Buy	+5,963	New	+$231K	0.02%	382

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HBK Sorce Advisory's NIO Position: Q1 2023 in Review

HBK Sorce Advisory sold out of NIO (NIO) in Q1 2023, closing a stake of 11,966 shares — an estimated $117K sold.

HBK Sorce Advisory first reported a position in NIO in Q4 2020 and held it in 4 quarters. The position peaked at $341K in Q2 2021. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

HBK Sorce Advisory reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 11,966 NIO shares in Q1 2023, an estimated $117K.
HBK Sorce Advisory first reported a position in NIO in Q4 2020 and held it in 4 quarters.
HBK Sorce Advisory's NIO position peaked at $341K in Q2 2021.
493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.