Marks Wealth’s NIO NIO Stock Holding History

Marks Wealth’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	–	Sell	-6,500	Closed	-$253K	–	40
2021 Q1	$253K	Buy	+6,500	New	+$331K	0.08%	37

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 $3.37T AUM 44.26% 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

Marks Wealth's NIO Position: Q2 2021 in Review

Marks Wealth sold out of NIO (NIO) in Q2 2021, closing a stake of 6,500 shares — an estimated $253K sold.

Marks Wealth first reported a position in NIO in Q1 2021 and held it in 1 quarter. The position peaked at $253K in Q1 2021. 661 funds tracked by Wall St. Rank hold NIO as of Q2 2021.

Marks Wealth reported no remaining NIO position as of Q2 2021 after selling out during the quarter.
Marks Wealth sold 6,500 NIO shares in Q2 2021, an estimated $253K.
Marks Wealth first reported a position in NIO in Q1 2021 and held it in 1 quarter.
Marks Wealth's NIO position peaked at $253K in Q1 2021.
661 funds tracked by Wall St. Rank held NIO as of Q2 2021.

Based on Marks Wealth's 13F filing for Q2 2021, filed 13 Jul 2021.