IAA
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Independent Advisor Alliance’s NIO NIO Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-6,874
Closed -$245K – 701
2021
Q3 		$245K Sell
6,874
-303
-4% -$12.4K 0.01% 544
2021
Q2 		$382K Sell
7,177
-2,747
-28% -$110K 0.02% 449
2021
Q1 		$387K Buy
9,924
+1,664
+20% +$84.8K 0.02% 425
2020
Q4 		$403K Buy
+8,260
New +$320K 0.03% 384

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Independent Advisor Alliance's NIO Position: Q4 2021 in Review

Independent Advisor Alliance sold out of NIO (NIO) in Q4 2021, closing a stake of 6,874 shares — an estimated $245K sold.

Independent Advisor Alliance first reported a position in NIO in Q4 2020 and held it in 4 quarters. The position peaked at $403K in Q4 2020. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

  • Independent Advisor Alliance reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,874 NIO shares in Q4 2021, an estimated $245K.
  • Independent Advisor Alliance first reported a position in NIO in Q4 2020 and held it in 4 quarters.
  • Independent Advisor Alliance's NIO position peaked at $403K in Q4 2020.
  • 605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Independent Advisor Alliance's 13F filing for Q4 2021, filed 11 Feb 2022.