Kingsview Wealth Management’s NIO NIO Stock Holding History

Kingsview Wealth 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
2021 Q4	–	Sell	-8,539	Closed	-$304K	–	1018
2021 Q3	$304K	Buy	8,539 +916	+12%	+$37.6K	0.01%	680
2021 Q2	$388K	Buy	7,623 +287	+4%	+$11.5K	0.02%	631
2021 Q1	$291K	Buy	7,336 +2,795	+62%	+$142K	0.02%	654
2020 Q4	$221K	Buy	4,541 +131	+3%	+$5.07K	0.02%	620
2020 Q3	$94K	Buy	4,410 +1,900	+76%	+$29.3K	0.01%	590
2020 Q2	$19K	Buy	2,510 +800	+47%	+$3.52K	﹤0.01%	564
2020 Q1	$5K	Buy	+1,710	New	+$6.37K	﹤0.01%	467
2019 Q3	–	Sell	-8,210	Closed	-$21K	–	473
2019 Q2	$21K	Buy	+8,210	New	+$33K	﹤0.01%	412

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

Kingsview Wealth Management's NIO Position: Q4 2021 in Review

Kingsview Wealth Management sold out of NIO (NIO) in Q4 2021, closing a stake of 8,539 shares — an estimated $304K sold.

Kingsview Wealth Management first reported a position in NIO in Q2 2019 and held it in 8 quarters. The position peaked at $388K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Kingsview Wealth Management reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Kingsview Wealth Management sold 8,539 NIO shares in Q4 2021, an estimated $304K.
Kingsview Wealth Management first reported a position in NIO in Q2 2019 and held it in 8 quarters.
Kingsview Wealth Management's NIO position peaked at $388K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Kingsview Wealth Management's 13F filing for Q4 2021, filed 17 Feb 2022.