Mid Atlantic Financial Management’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$297K Buy
8,332
+1,065
+15% +$43.8K 0.02% 672
2021
Q2
$387K Sell
7,267
-987
-12% -$39.5K 0.03% 567
2021
Q1
$322K Buy
8,254
+1,129
+16% +$57.5K 0.02% 598
2020
Q4
$347K Sell
7,125
-1,350
-16% -$52.2K 0.03% 521
2020
Q3
$373K Buy
+8,475
New +$130K 0.03% 436

Other funds holding NIO

Mid Atlantic Financial Management's NIO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its NIO (NIO) stake by 15% in Q3 2021, buying an estimated $43.8K and bringing the position to 8,332 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #672.

Mid Atlantic Financial Management first reported a position in NIO in Q3 2020 and has held it in 5 quarters since. The position peaked at $387K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

  • Mid Atlantic Financial Management held 8,332 shares of NIO worth $297K as of Q3 2021.
  • Mid Atlantic Financial Management bought 1,065 NIO shares in Q3 2021, an estimated $43.8K.
  • NIO made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #672 holding.
  • Mid Atlantic Financial Management first reported a position in NIO in Q3 2020 and has held it in 5 quarters since.
  • Mid Atlantic Financial Management's NIO position peaked at $387K in Q2 2021.
  • 577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.