Intercontinental Wealth Advisors’s NIO NIO Stock Holding History

Intercontinental 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
2022 Q1	–	Sell	-8,458	Closed	-$268K	–	290
2021 Q4	$268K	Sell	8,458 -365	-4%	-$13.4K	0.06%	257
2021 Q3	$314K	Sell	8,823 -895	-9%	-$36.8K	0.07%	223
2021 Q2	$517K	Sell	9,718 -2,723	-22%	-$109K	0.1%	176
2021 Q1	$485K	Buy	12,441 +5,323	+75%	+$271K	0.11%	160
2020 Q4	$347K	Buy	+7,118	New	+$275K	0.08%	185

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Intercontinental Wealth Advisors's NIO Position: Q1 2022 in Review

Intercontinental Wealth Advisors sold out of NIO (NIO) in Q1 2022, closing a stake of 8,458 shares — an estimated $268K sold.

Intercontinental Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 5 quarters. The position peaked at $517K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Intercontinental Wealth Advisors reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 8,458 NIO shares in Q1 2022, an estimated $268K.
Intercontinental Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 5 quarters.
Intercontinental Wealth Advisors's NIO position peaked at $517K in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.