Madison Wealth Partners’s NIO NIO Stock Holding History

Madison Wealth Partners’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 Q1	–	Sell	-8,196	Closed	-$260K	–	83
2021 Q4	$260K	Hold	8,196	–	–	0.13%	61
2021 Q3	$292K	Hold	8,196	–	–	0.16%	50
2021 Q2	$436K	Buy	8,196 +3,196	+64%	+$128K	0.25%	37
2021 Q1	$244K	Hold	5,000	–	–	0.17%	44
2020 Q4	$243K	Buy	+5,000	New	+$193K	0.16%	45

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Madison Wealth Partners's NIO Position: Q1 2022 in Review

Madison Wealth Partners sold out of NIO (NIO) in Q1 2022, closing a stake of 8,196 shares — an estimated $260K sold.

Madison Wealth Partners first reported a position in NIO in Q4 2020 and held it in 5 quarters. The position peaked at $436K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Madison Wealth Partners reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Madison Wealth Partners sold 8,196 NIO shares in Q1 2022, an estimated $260K.
Madison Wealth Partners first reported a position in NIO in Q4 2020 and held it in 5 quarters.
Madison Wealth Partners's NIO position peaked at $436K in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Madison Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.