Mark Sheptoff Financial Planning’s NIO NIO Stock Holding History

Mark Sheptoff Financial Planning’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 Q4	–	Sell	-500	Closed	-$18K	–	470
2021 Q3	$18K	Hold	500	–	–	0.01%	253
2021 Q2	$27K	Sell	500 -191	-28%	-$7.65K	0.01%	245
2021 Q1	$27K	Buy	691 +191	+38%	+$9.73K	0.02%	209
2020 Q4	$24K	Buy	+500	New	+$19.3K	0.01%	204

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

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

Norges Bank Oslo, Norway $1T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's NIO Position: Q4 2021 in Review

Mark Sheptoff Financial Planning sold out of NIO (NIO) in Q4 2021, closing a stake of 500 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in NIO in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Mark Sheptoff Financial Planning reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 500 NIO shares in Q4 2021, an estimated $18K.
Mark Sheptoff Financial Planning first reported a position in NIO in Q4 2020 and held it in 4 quarters.
Mark Sheptoff Financial Planning's NIO position peaked at $27K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2021, filed 11 Feb 2022.