JNBA Financial Advisors’s NIO NIO Stock Holding History

JNBA Financial 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
2023 Q2	–	Sell	-83	Closed	-$873	–	736
2023 Q1	$873	Hold	83	–	–	﹤0.01%	674
2022 Q4	$809	Sell	83 -50	-38%	-$576	﹤0.01%	623
2022 Q3	$2K	Buy	133 +50	+60%	+$989	﹤0.01%	612
2022 Q2	$2K	Hold	83	–	–	﹤0.01%	655
2022 Q1	$2K	Hold	83	–	–	﹤0.01%	638
2021 Q4	$3K	Hold	83	–	–	﹤0.01%	701
2021 Q3	$3K	Buy	+83	New	+$3.41K	﹤0.01%	643
2019 Q3	–	Sell	-100	Closed	–	–	663
2019 Q2	$0	Buy	+100	New	+$401	﹤0.01%	690

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JNBA Financial Advisors's NIO Position: Q2 2023 in Review

JNBA Financial Advisors sold out of NIO (NIO) in Q2 2023, closing a stake of 83 shares — an estimated $873 sold.

JNBA Financial Advisors first reported a position in NIO in Q2 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

JNBA Financial Advisors reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
JNBA Financial Advisors sold 83 NIO shares in Q2 2023, an estimated $873.
JNBA Financial Advisors first reported a position in NIO in Q2 2019 and held it in 8 quarters.
JNBA Financial Advisors's NIO position peaked at $3K in Q4 2021.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on JNBA Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.