Laidlaw Wealth Management’s NIO NIO Stock Holding History

Laidlaw 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
2022 Q2	–	Sell	-21,352	Closed	-$449K	–	394
2022 Q1	$449K	Sell	21,352 -41	-0.2%	-$966	0.08%	234
2021 Q4	$678K	Buy	21,393 +545	+3%	+$20K	0.11%	187
2021 Q3	$743K	Buy	20,848 +11,079	+113%	+$455K	0.19%	113
2021 Q2	$520K	Buy	+9,769	New	+$391K	0.13%	143

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Laidlaw Wealth Management's NIO Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of NIO (NIO) in Q2 2022, closing a stake of 21,352 shares — an estimated $449K sold.

Laidlaw Wealth Management first reported a position in NIO in Q2 2021 and held it in 4 quarters. The position peaked at $743K in Q3 2021. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

Laidlaw Wealth Management reported no remaining NIO position as of Q2 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 21,352 NIO shares in Q2 2022, an estimated $449K.
Laidlaw Wealth Management first reported a position in NIO in Q2 2021 and held it in 4 quarters.
Laidlaw Wealth Management's NIO position peaked at $743K in Q3 2021.
544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.