Kings Point Capital Management’s NIO NIO Stock Holding History

Kings Point Capital Management’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	-882	Closed	-$28K	–	635
2021 Q4	$28K	Hold	882	–	–	﹤0.01%	476
2021 Q3	$31K	Hold	882	–	–	﹤0.01%	431
2021 Q2	$47K	Sell	882 -250	-22%	-$10K	﹤0.01%	356
2021 Q1	$44K	Buy	1,132 +432	+62%	+$22K	﹤0.01%	348
2020 Q4	$34K	Sell	700 -500	-42%	-$19.3K	﹤0.01%	367
2020 Q3	$25K	Buy	+1,200	New	+$18.5K	﹤0.01%	387

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kings Point Capital Management's NIO Position: Q1 2022 in Review

Kings Point Capital Management sold out of NIO (NIO) in Q1 2022, closing a stake of 882 shares — an estimated $28K sold.

Kings Point Capital Management first reported a position in NIO in Q3 2020 and held it in 6 quarters. The position peaked at $47K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Kings Point Capital Management reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 882 NIO shares in Q1 2022, an estimated $28K.
Kings Point Capital Management first reported a position in NIO in Q3 2020 and held it in 6 quarters.
Kings Point Capital Management's NIO position peaked at $47K in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.