JPLA
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Joseph P. Lucia & Associates’s NIO NIO Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-1,171
Closed -$25K – 324
2022
Q2 		$25K Hold
1,171
– – 0.02% 228
2022
Q1 		$25K Buy
+1,171
New +$27.6K 0.02% 245
2021
Q4 		– Sell
-1,584
Closed -$56K – 402
2021
Q3 		$56K Sell
1,584
-475
-23% -$19.5K 0.03% 209
2021
Q2 		$110K Sell
2,059
-120
-6% -$4.81K 0.07% 161
2021
Q1 		$85K Buy
2,179
+1,779
+445% +$90.7K 0.04% 169
2020
Q4 		$19K Buy
+400
New +$15.5K 0.01% 274
2020
Q3 		– Sell
-106
Closed -$1K – 322
2020
Q2 		$1K Buy
+106
New +$466 ﹤0.01% 456

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Joseph P. Lucia & Associates's NIO Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of NIO (NIO) in Q3 2022, closing a stake of 1,171 shares — an estimated $25K sold.

Joseph P. Lucia & Associates first reported a position in NIO in Q2 2020 and held it in 7 quarters. The position peaked at $110K in Q2 2021. 504 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining NIO position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,171 NIO shares in Q3 2022, an estimated $25K.
  • Joseph P. Lucia & Associates first reported a position in NIO in Q2 2020 and held it in 7 quarters.
  • Joseph P. Lucia & Associates's NIO position peaked at $110K in Q2 2021.
  • 504 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.