KWM
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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 – 474
2019
Q2 		$21K Buy
+8,210
New +$33K ﹤0.01% 412

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return