Lake Point Wealth Management’s NIO NIO Stock Holding History

Lake Point 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	$1K	Hold	30	–	–	﹤0.01%	395
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	393
2021 Q4	$1K	Buy	+30	New	+$1.1K	﹤0.01%	402
2021 Q3	–	Sell	-753	Closed	-$40K	–	444
2021 Q2	$40K	Buy	+753	New	+$30.2K	0.02%	74

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 $3.37T AUM 44.26% 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

Lake Point Wealth Management's NIO Position: Q2 2022 in Review

Lake Point Wealth Management held its NIO (NIO) position steady in Q2 2022 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Lake Point Wealth Management first reported a position in NIO in Q2 2021 and has held it in 4 quarters since. The position peaked at $40K in Q2 2021. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

Lake Point Wealth Management held 30 shares of NIO worth $1K as of Q2 2022.
Lake Point Wealth Management left its NIO share count unchanged in Q2 2022.
NIO made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #395 holding.
Lake Point Wealth Management first reported a position in NIO in Q2 2021 and has held it in 4 quarters since.
Lake Point Wealth Management's NIO position peaked at $40K in Q2 2021.
544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.