Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-104
Closed -$2K 780
2022
Q3
$2K Hold
104
﹤0.01% 893
2022
Q2
$2K Sell
104
-50
-32% -$917 ﹤0.01% 880
2022
Q1
$3K Buy
154
+7
+5% +$165 ﹤0.01% 793
2021
Q4
$5K Hold
147
﹤0.01% 679
2021
Q3
$5K Buy
147
+2
+1% +$82 ﹤0.01% 659
2021
Q2
$8K Buy
145
+50
+53% +$2K ﹤0.01% 528
2021
Q1
$4K Buy
95
+15
+19% +$765 ﹤0.01% 686
2020
Q4
$4K Buy
+80
New +$3.1K ﹤0.01% 677

Other funds holding NIO

Howe & Rusling's NIO Position: Q4 2022 in Review

Howe & Rusling sold out of NIO (NIO) in Q4 2022, closing a stake of 104 shares — an estimated $2K sold.

Howe & Rusling first reported a position in NIO in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q2 2021. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

  • Howe & Rusling reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 104 NIO shares in Q4 2022, an estimated $2K.
  • Howe & Rusling first reported a position in NIO in Q4 2020 and held it in 8 quarters.
  • Howe & Rusling's NIO position peaked at $8K in Q2 2021.
  • 516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.