Octavia Wealth Advisors’s NIO NIO Stock Holding History

Octavia Wealth 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 Q1	–	Sell	-8,710	Closed	-$276K	–	204
2021 Q4	$276K	Sell	8,710 -1,700	-16%	-$62.5K	0.06%	157
2021 Q3	$371K	Hold	10,410	–	–	0.09%	115
2021 Q2	$554K	Hold	10,410	–	–	0.15%	88
2021 Q1	$406K	Buy	10,410 +1,300	+14%	+$66.3K	0.12%	107
2020 Q4	$444K	Buy	+9,110	New	+$352K	0.14%	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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Octavia Wealth Advisors's NIO Position: Q1 2022 in Review

Octavia Wealth Advisors sold out of NIO (NIO) in Q1 2022, closing a stake of 8,710 shares — an estimated $276K sold.

Octavia Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 5 quarters. The position peaked at $554K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Octavia Wealth Advisors reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Octavia Wealth Advisors sold 8,710 NIO shares in Q1 2022, an estimated $276K.
Octavia Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 5 quarters.
Octavia Wealth Advisors's NIO position peaked at $554K in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Octavia Wealth Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.