Moisand Fitzgerald Tamayo’s NIO NIO Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q3	–	Sell	-50	Closed	-$485	–	807
2023 Q2	$485	Buy	+50	New	+$423	﹤0.01%	713
2022 Q3	–	Sell	-108	Closed	-$2K	–	810
2022 Q2	$2K	Sell	108 -109	-50%	-$2K	﹤0.01%	426
2022 Q1	$5K	Buy	+217	New	+$5.11K	﹤0.01%	267
2021 Q4	–	Sell	-100	Closed	-$4K	–	404
2021 Q3	$4K	Sell	100 -30	-23%	-$1.23K	﹤0.01%	311
2021 Q2	$7K	Hold	130	–	–	﹤0.01%	293
2021 Q1	$5K	Buy	+130	New	+$6.63K	﹤0.01%	265

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Moisand Fitzgerald Tamayo's NIO Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of NIO (NIO) in Q3 2023, closing a stake of 50 shares — an estimated $485 sold.

Moisand Fitzgerald Tamayo first reported a position in NIO in Q1 2021 and held it in 6 quarters. The position peaked at $7K in Q2 2021. 476 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

Moisand Fitzgerald Tamayo reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 50 NIO shares in Q3 2023, an estimated $485.
Moisand Fitzgerald Tamayo first reported a position in NIO in Q1 2021 and held it in 6 quarters.
Moisand Fitzgerald Tamayo's NIO position peaked at $7K in Q2 2021.
476 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.