Next Financial Group’s NIO NIO Stock Holding History

Next Financial Group’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 Q4	$489K	Buy	15,430 +1,435	+10%	+$52.7K	0.03%	556
2021 Q3	$498K	Sell	13,995 -1,424	-9%	-$58.5K	0.04%	470
2021 Q2	$820K	Buy	15,419 +2,852	+23%	+$114K	0.07%	307
2021 Q1	$490K	Buy	12,567 +2,015	+19%	+$103K	0.04%	433
2020 Q4	$514K	Buy	10,552 +3,706	+54%	+$143K	0.05%	363
2020 Q3	$145K	Buy	+6,846	New	+$105K	0.02%	728
2020 Q2	–	Sell	-639	Closed	-$2K	–	1431
2020 Q1	$2K	Sell	639 -20,861	-97%	-$77.7K	﹤0.01%	1941
2019 Q4	$86K	Buy	21,500 +8,500	+65%	+$17.1K	0.01%	1003
2019 Q3	$20K	Sell	13,000 -2,000	-13%	-$6.12K	﹤0.01%	1448
2019 Q2	$38K	Buy	15,000 +5,000	+50%	+$20.1K	﹤0.01%	1253
2019 Q1	$51K	Sell	10,000 -5,469	-35%	-$38.8K	0.01%	728
2018 Q4	$99K	Buy	15,469 +10,469	+209%	+$72.8K	0.02%	590
2018 Q3	$35K	Buy	+5,000	New	+$41.2K	0.02%	620

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Next Financial Group's NIO Position: Q4 2021 in Review

Next Financial Group increased its NIO (NIO) stake by 10% in Q4 2021, buying an estimated $52.7K and bringing the position to 15,430 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #556.

Next Financial Group first reported a position in NIO in Q3 2018 and has held it in 13 quarters since. The position peaked at $820K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Next Financial Group held 15,430 shares of NIO worth $489K as of Q4 2021.
Next Financial Group bought 1,435 NIO shares in Q4 2021, an estimated $52.7K.
NIO made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #556 holding.
Next Financial Group first reported a position in NIO in Q3 2018 and has held it in 13 quarters since.
Next Financial Group's NIO position peaked at $820K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.