Herold Advisors’s NIO NIO Stock Holding History

Herold 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
2022 Q2	–	Sell	-2,300	Closed	-$48.4K	–	498
2022 Q1	$48.4K	Buy	+2,300	New	+$54.2K	0.02%	385
2021 Q4	–	Sell	-2,300	Closed	-$81K	–	484
2021 Q3	$81K	Buy	+2,300	New	+$94.5K	0.03%	303

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Herold Advisors's NIO Position: Q2 2022 in Review

Herold Advisors sold out of NIO (NIO) in Q2 2022, closing a stake of 2,300 shares — an estimated $48.4K sold.

Herold Advisors first reported a position in NIO in Q3 2021 and held it in 2 quarters. The position peaked at $81K in Q3 2021. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

Herold Advisors reported no remaining NIO position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 2,300 NIO shares in Q2 2022, an estimated $48.4K.
Herold Advisors first reported a position in NIO in Q3 2021 and held it in 2 quarters.
Herold Advisors's NIO position peaked at $81K in Q3 2021.
544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.