Kestra Private Wealth Services’s NIO NIO Stock Holding History

Kestra Private Wealth Services’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 Q1	–	Sell	-7,844	Closed	-$248K	–	1040
2021 Q4	$248K	Buy	7,844 +1,225	+19%	+$45K	0.01%	837
2021 Q3	$236K	Buy	6,619 +200	+3%	+$8.22K	0.01%	797
2021 Q2	$341K	Buy	6,419 +875	+16%	+$35K	0.02%	625
2021 Q1	$216K	Sell	5,544 -2,676	-33%	-$136K	0.02%	712
2020 Q4	$398K	Sell	8,220 -44,580	-84%	-$1.72M	0.03%	491
2020 Q3	$1.13M	Buy	+52,800	New	+$813K	0.1%	212

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Kestra Private Wealth Services's NIO Position: Q1 2022 in Review

Kestra Private Wealth Services sold out of NIO (NIO) in Q1 2022, closing a stake of 7,844 shares — an estimated $248K sold.

Kestra Private Wealth Services first reported a position in NIO in Q3 2020 and held it in 6 quarters. The position peaked at $1.13M in Q3 2020. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Kestra Private Wealth Services reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Kestra Private Wealth Services sold 7,844 NIO shares in Q1 2022, an estimated $248K.
Kestra Private Wealth Services first reported a position in NIO in Q3 2020 and held it in 6 quarters.
Kestra Private Wealth Services's NIO position peaked at $1.13M in Q3 2020.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Kestra Private Wealth Services's 13F filing for Q1 2022, filed 26 May 2022.