Magnus Financial Group’s NIO NIO Stock Holding History

Magnus Financial Group’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 Q4	–	Sell	-18,443	Closed	-$291K	–	272
2022 Q3	$291K	Buy	18,443 +839	+5%	+$16.6K	0.06%	195
2022 Q2	$382K	Buy	17,604 +779	+5%	+$14.3K	0.07%	175
2022 Q1	$354K	Sell	16,825 -3,190	-16%	-$75.1K	0.06%	205
2021 Q4	$634K	Sell	20,015 -5,200	-21%	-$191K	0.12%	120
2021 Q3	$898K	Buy	25,215 +1,359	+6%	+$55.8K	0.19%	79
2021 Q2	$1.27M	Buy	23,856 +6,379	+36%	+$255K	0.28%	60
2021 Q1	$681K	Buy	17,477 +5,698	+48%	+$290K	0.16%	85
2020 Q4	$574K	Buy	+11,779	New	+$456K	0.06%	128

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Magnus Financial Group's NIO Position: Q4 2022 in Review

Magnus Financial Group sold out of NIO (NIO) in Q4 2022, closing a stake of 18,443 shares — an estimated $291K sold.

Magnus Financial Group first reported a position in NIO in Q4 2020 and held it in 8 quarters. The position peaked at $1.27M in Q2 2021. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

Magnus Financial Group reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
Magnus Financial Group sold 18,443 NIO shares in Q4 2022, an estimated $291K.
Magnus Financial Group first reported a position in NIO in Q4 2020 and held it in 8 quarters.
Magnus Financial Group's NIO position peaked at $1.27M in Q2 2021.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Magnus Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.