Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
– Sell
-300
Closed -$15K – 307
2020
Q4
$15K Buy
300
+200
+200% +$7.74K ﹤0.01% 203
2020
Q3
$2K Buy
+100
New +$1.54K ﹤0.01% 269

Other funds holding NIO

IMA Advisory Services's NIO Position: Q1 2021 in Review

IMA Advisory Services sold out of NIO (NIO) in Q1 2021, closing a stake of 300 shares — an estimated $15K sold.

IMA Advisory Services first reported a position in NIO in Q3 2020 and held it in 2 quarters. The position peaked at $15K in Q4 2020. 585 funds tracked by Wall St. Rank hold NIO as of Q1 2021.

  • IMA Advisory Services reported no remaining NIO position as of Q1 2021 after selling out during the quarter.
  • IMA Advisory Services sold 300 NIO shares in Q1 2021, an estimated $15K.
  • IMA Advisory Services first reported a position in NIO in Q3 2020 and held it in 2 quarters.
  • IMA Advisory Services's NIO position peaked at $15K in Q4 2020.
  • 585 funds tracked by Wall St. Rank held NIO as of Q1 2021.

Based on IMA Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.