Nicola Wealth Management’s NIO NIO Stock Holding History

Nicola Wealth Management’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	-85,000	Closed	-$1.34M	–	126
2022 Q3	$1.34M	Sell	85,000 -75,000	-47%	-$1.48M	0.15%	101
2022 Q2	$3.48M	Buy	160,000 +20,000	+14%	+$367K	0.33%	78
2022 Q1	$2.95M	Buy	140,000 +75,000	+115%	+$1.77M	0.26%	90
2021 Q4	$2.06M	Buy	+65,000	New	+$2.39M	0.19%	100

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

Nicola Wealth Management's NIO Position: Q4 2022 in Review

Nicola Wealth Management sold out of NIO (NIO) in Q4 2022, closing a stake of 85,000 shares — an estimated $1.34M sold.

Nicola Wealth Management first reported a position in NIO in Q4 2021 and held it in 4 quarters. The position peaked at $3.48M in Q2 2022. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

Nicola Wealth Management reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
Nicola Wealth Management sold 85,000 NIO shares in Q4 2022, an estimated $1.34M.
Nicola Wealth Management first reported a position in NIO in Q4 2021 and held it in 4 quarters.
Nicola Wealth Management's NIO position peaked at $3.48M in Q2 2022.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Nicola Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.