Perennial Advisors’s NIO NIO Stock Holding History

Perennial 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 Q3	–	Sell	-335	Closed	-$18K	–	207
2021 Q2	$18K	Hold	335	–	–	0.01%	217
2021 Q1	$13K	Buy	+335	New	+$17.1K	﹤0.01%	225

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 $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Perennial Advisors's NIO Position: Q3 2021 in Review

Perennial Advisors sold out of NIO (NIO) in Q3 2021, closing a stake of 335 shares — an estimated $18K sold.

Perennial Advisors first reported a position in NIO in Q1 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Perennial Advisors reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 335 NIO shares in Q3 2021, an estimated $18K.
Perennial Advisors first reported a position in NIO in Q1 2021 and held it in 2 quarters.
Perennial Advisors's NIO position peaked at $18K in Q2 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.