Mutual Advisors’s NIO NIO Stock Holding History

Mutual Advisors’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 Q4	–	Sell	-10,064	Closed	-$159K	–	952
2022 Q3	$159K	Buy	+10,064	New	+$199K	0.01%	839
2022 Q2	–	Sell	-11,525	Closed	-$243K	–	908
2022 Q1	$243K	Sell	11,525 -2,349	-17%	-$55.3K	0.01%	770
2021 Q4	$440K	Sell	13,874 -4,118	-23%	-$151K	0.02%	616
2021 Q3	$641K	Buy	17,992 +442	+3%	+$18.2K	0.04%	482
2021 Q2	$934K	Buy	17,550 +720	+4%	+$28.8K	0.06%	368
2021 Q1	$656K	Sell	16,830 -2,528	-13%	-$129K	0.04%	424
2020 Q4	$944K	Buy	+19,358	New	+$749K	0.07%	322

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

Norges Bank Oslo, Norway $1T AUM

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Mutual Advisors's NIO Position: Q4 2022 in Review

Mutual Advisors sold out of NIO (NIO) in Q4 2022, closing a stake of 10,064 shares — an estimated $159K sold.

Mutual Advisors first reported a position in NIO in Q4 2020 and held it in 7 quarters. The position peaked at $944K in Q4 2020. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

Mutual Advisors reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
Mutual Advisors sold 10,064 NIO shares in Q4 2022, an estimated $159K.
Mutual Advisors first reported a position in NIO in Q4 2020 and held it in 7 quarters.
Mutual Advisors's NIO position peaked at $944K in Q4 2020.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Mutual Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.