IBEX Wealth Advisors’s NIO NIO Stock Holding History

IBEX Wealth 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
2021 Q2	–	Sell	-61,883	Closed	-$2.41M	–	194
2021 Q1	$2.41M	Buy	61,883 +383	+0.6%	+$19.5K	0.59%	67
2020 Q4	$3M	Hold	61,500	–	–	0.78%	55
2020 Q3	$1.3M	Buy	+61,500	New	+$947K	0.38%	79

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IBEX Wealth Advisors's NIO Position: Q2 2021 in Review

IBEX Wealth Advisors sold out of NIO (NIO) in Q2 2021, closing a stake of 61,883 shares — an estimated $2.41M sold.

IBEX Wealth Advisors first reported a position in NIO in Q3 2020 and held it in 3 quarters. The position peaked at $3M in Q4 2020. 661 funds tracked by Wall St. Rank hold NIO as of Q2 2021.

IBEX Wealth Advisors reported no remaining NIO position as of Q2 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 61,883 NIO shares in Q2 2021, an estimated $2.41M.
IBEX Wealth Advisors first reported a position in NIO in Q3 2020 and held it in 3 quarters.
IBEX Wealth Advisors's NIO position peaked at $3M in Q4 2020.
661 funds tracked by Wall St. Rank held NIO as of Q2 2021.

Based on IBEX Wealth Advisors's 13F filing for Q2 2021, filed 20 Aug 2021.