Ironwood Financial’s NIO NIO Stock Holding History

Ironwood Financial’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	-50	Closed	-$2K	–	388
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	515
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	479
2021 Q1	$2K	Buy	+50	New	+$2.55K	﹤0.01%	487
2019 Q4	–	Sell	-260	Closed	–	–	385
2019 Q3	$0	Hold	260	–	–	﹤0.01%	389
2019 Q2	$1K	Hold	260	–	–	﹤0.01%	365
2019 Q1	$1K	Sell	260 -19	-7%	-$135	﹤0.01%	360
2018 Q4	$2K	Hold	279	–	–	﹤0.01%	335
2018 Q3	$2K	Buy	+279	New	+$2.3K	﹤0.01%	332

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

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

Norges Bank Oslo, Norway $1T AUM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Ironwood Financial's NIO Position: Q4 2021 in Review

Ironwood Financial sold out of NIO (NIO) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

Ironwood Financial first reported a position in NIO in Q3 2018 and held it in 8 quarters. The position peaked at $3K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Ironwood Financial reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 50 NIO shares in Q4 2021, an estimated $2K.
Ironwood Financial first reported a position in NIO in Q3 2018 and held it in 8 quarters.
Ironwood Financial's NIO position peaked at $3K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.