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Patriot Financial Group Insurance Agency’s NIO NIO Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-2,201
Closed -$48K – 1396
2022
Q2 		$48K Buy
2,201
+706
+47% +$13K 0.01% 747
2022
Q1 		$31K Sell
1,495
-1,099
-42% -$25.9K 0.01% 934
2021
Q4 		$82K Sell
2,594
-775
-23% -$28.5K 0.01% 707
2021
Q3 		$120K Sell
3,369
-38
-1% -$1.56K 0.02% 589
2021
Q2 		$181K Buy
3,407
+520
+18% +$20.8K 0.03% 454
2021
Q1 		$113K Buy
2,887
+219
+8% +$11.2K 0.03% 521
2020
Q4 		$130K Buy
2,668
+2,420
+976% +$93.6K 0.03% 431
2020
Q3 		$5K Hold
248
– – ﹤0.01% 1238
2020
Q2 		$2K Hold
248
– – ﹤0.01% 1408
2020
Q1 		$1K Buy
+248
New +$923 ﹤0.01% 1468

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NIO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of NIO (NIO) in Q3 2022, closing a stake of 2,201 shares — an estimated $48K sold.

Patriot Financial Group Insurance Agency first reported a position in NIO in Q1 2020 and held it in 10 quarters. The position peaked at $181K in Q2 2021. 504 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining NIO position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,201 NIO shares in Q3 2022, an estimated $48K.
  • Patriot Financial Group Insurance Agency first reported a position in NIO in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's NIO position peaked at $181K in Q2 2021.
  • 504 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.