J.W. Cole Advisors’s NIO NIO Stock Holding History

J.W. Cole 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
2021 Q4	–	Sell	-8,353	Closed	-$298K	–	871
2021 Q3	$298K	Sell	8,353 -3,251	-28%	-$134K	0.02%	360
2021 Q2	$617K	Buy	11,604 +1,988	+21%	+$79.6K	0.05%	373
2021 Q1	$375K	Buy	9,616 +2,319	+32%	+$118K	0.04%	459
2020 Q4	$356K	Buy	+7,297	New	+$282K	0.04%	427

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

J.W. Cole Advisors's NIO Position: Q4 2021 in Review

J.W. Cole Advisors sold out of NIO (NIO) in Q4 2021, closing a stake of 8,353 shares — an estimated $298K sold.

J.W. Cole Advisors first reported a position in NIO in Q4 2020 and held it in 4 quarters. The position peaked at $617K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

J.W. Cole Advisors reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
J.W. Cole Advisors sold 8,353 NIO shares in Q4 2021, an estimated $298K.
J.W. Cole Advisors first reported a position in NIO in Q4 2020 and held it in 4 quarters.
J.W. Cole Advisors's NIO position peaked at $617K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on J.W. Cole Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.