M Holdings Securities’s NIO NIO Stock Holding History

M Holdings Securities’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 Q2	$932K	Buy	17,516 +5,188	+42%	+$208K	0.09%	153
2021 Q1	$481K	Buy	12,328 +1,894	+18%	+$96.5K	0.04%	297
2020 Q4	$509K	Buy	+10,434	New	+$404K	0.07%	158

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

M Holdings Securities's NIO Position: Q2 2021 in Review

M Holdings Securities increased its NIO (NIO) stake by 42% in Q2 2021, buying an estimated $208K and bringing the position to 17,516 shares worth $932K. The position accounts for 0.09% of the portfolio, ranked #153.

M Holdings Securities first reported a position in NIO in Q4 2020 and has held it in 3 quarters since. 661 funds tracked by Wall St. Rank hold NIO as of Q2 2021.

M Holdings Securities held 17,516 shares of NIO worth $932K as of Q2 2021.
M Holdings Securities bought 5,188 NIO shares in Q2 2021, an estimated $208K.
NIO made up 0.09% of M Holdings Securities's portfolio in Q2 2021, its #153 holding.
M Holdings Securities first reported a position in NIO in Q4 2020 and has held it in 3 quarters since.
661 funds tracked by Wall St. Rank held NIO as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.