Intersect Capital’s NIO NIO Stock Holding History

Intersect Capital’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 Q3	–	Sell	-5,029	Closed	-$268K	–	412
2021 Q2	$268K	Buy	+5,029	New	+$201K	0.05%	281
2020 Q2	–	Sell	-10,500	Closed	-$29K	–	198
2020 Q1	$29K	Sell	10,500 -10,000	-49%	-$37.2K	0.01%	162
2019 Q4	$82K	Hold	20,500	–	–	0.03%	169
2019 Q3	$32K	Hold	20,500	–	–	0.01%	164
2019 Q2	$52K	Buy	+20,500	New	+$82.3K	0.02%	171

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 $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Intersect Capital's NIO Position: Q3 2021 in Review

Intersect Capital sold out of NIO (NIO) in Q3 2021, closing a stake of 5,029 shares — an estimated $268K sold.

Intersect Capital first reported a position in NIO in Q2 2019 and held it in 5 quarters. The position peaked at $268K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Intersect Capital reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Intersect Capital sold 5,029 NIO shares in Q3 2021, an estimated $268K.
Intersect Capital first reported a position in NIO in Q2 2019 and held it in 5 quarters.
Intersect Capital's NIO position peaked at $268K in Q2 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Intersect Capital's 13F filing for Q3 2021, filed 15 Oct 2021.