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Milestone Wealth’s NIO NIO Stock Holding History

Milestone 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
2022
Q3 		$91K Sell
5,739
-10,000
-64% -$198K 0.1% 77
2022
Q2 		$342K Buy
15,739
+14,263
+966% +$262K 0.36% 33
2022
Q1 		$47K Hold
1,476
– – 0.04% 142
2021
Q4 		$47K Buy
+1,476
New +$54.2K 0.04% 142

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Milestone Wealth's NIO Position: Q3 2022 in Review

Milestone Wealth reduced its NIO (NIO) stake by 64% in Q3 2022, selling an estimated $198K and leaving 5,739 shares worth $91K. The position accounts for 0.1% of the portfolio, ranked #77.

Milestone Wealth first reported a position in NIO in Q4 2021 and has held it in 4 quarters since. The position peaked at $342K in Q2 2022. 504 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

  • Milestone Wealth held 5,739 shares of NIO worth $91K as of Q3 2022.
  • Milestone Wealth sold 10,000 NIO shares in Q3 2022, an estimated $198K.
  • NIO made up 0.1% of Milestone Wealth's portfolio in Q3 2022, its #77 holding.
  • Milestone Wealth first reported a position in NIO in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's NIO position peaked at $342K in Q2 2022.
  • 504 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.