Paradigm Financial Advisors’s NIO NIO Stock Holding History

Paradigm Financial 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
2021 Q4	$612K	Buy	19,321 +65	+0.3%	+$2.39K	0.14%	104
2021 Q3	$686K	Buy	19,256 +1,675	+10%	+$68.8K	0.16%	98
2021 Q2	$935K	Buy	17,581 +2,025	+13%	+$81.1K	0.21%	87
2021 Q1	$606K	Buy	+15,556	New	+$793K	0.15%	107

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

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

Norges Bank Oslo, Norway $1T AUM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Paradigm Financial Advisors's NIO Position: Q4 2021 in Review

Paradigm Financial Advisors increased its NIO (NIO) stake by 0.34% in Q4 2021, buying an estimated $2.39K and bringing the position to 19,321 shares worth $612K. The position accounts for 0.14% of the portfolio, ranked #104.

Paradigm Financial Advisors first reported a position in NIO in Q1 2021 and has held it in 4 quarters since. The position peaked at $935K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Paradigm Financial Advisors held 19,321 shares of NIO worth $612K as of Q4 2021.
Paradigm Financial Advisors bought 65 NIO shares in Q4 2021, an estimated $2.39K.
NIO made up 0.14% of Paradigm Financial Advisors's portfolio in Q4 2021, its #104 holding.
Paradigm Financial Advisors first reported a position in NIO in Q1 2021 and has held it in 4 quarters since.
Paradigm Financial Advisors's NIO position peaked at $935K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.