Level Four Advisory Services’s NIO NIO Stock Holding History

Level Four Advisory Services’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 Q3	–	Sell	-8,279	Closed	-$440K	–	581
2021 Q2	$440K	Sell	8,279 -175	-2%	-$7.01K	0.03%	430
2021 Q1	$330K	Buy	8,454 +2,338	+38%	+$119K	0.03%	488
2020 Q4	$298K	Buy	+6,116	New	+$237K	0.02%	468
2020 Q3	–	Sell	-15,300	Closed	-$119K	–	573
2020 Q2	$119K	Buy	15,300 +1,450	+10%	+$6.37K	0.01%	554
2020 Q1	$38K	Buy	13,850 +2,850	+26%	+$10.6K	﹤0.01%	479
2019 Q4	$135K	Buy	+11,000	New	+$22.1K	0.01%	550

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

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Level Four Advisory Services's NIO Position: Q3 2021 in Review

Level Four Advisory Services sold out of NIO (NIO) in Q3 2021, closing a stake of 8,279 shares — an estimated $440K sold.

Level Four Advisory Services first reported a position in NIO in Q4 2019 and held it in 6 quarters. The position peaked at $440K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Level Four Advisory Services reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 8,279 NIO shares in Q3 2021, an estimated $440K.
Level Four Advisory Services first reported a position in NIO in Q4 2019 and held it in 6 quarters.
Level Four Advisory Services's NIO position peaked at $440K in Q2 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.