Personal CFO Solutions’s NIO NIO Stock Holding History

Personal CFO Solutions’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
2020 Q1	–	Sell	-10,000	Closed	-$40K	–	335
2019 Q4	$40K	Hold	10,000	–	–	0.01%	337
2019 Q3	$16K	Buy	+10,000	New	+$30.6K	0.01%	286

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal CFO Solutions's NIO Position: Q1 2020 in Review

Personal CFO Solutions sold out of NIO (NIO) in Q1 2020, closing a stake of 10,000 shares — an estimated $40K sold.

Personal CFO Solutions first reported a position in NIO in Q3 2019 and held it in 2 quarters. The position peaked at $40K in Q4 2019. 222 funds tracked by Wall St. Rank hold NIO as of Q1 2020.

Personal CFO Solutions reported no remaining NIO position as of Q1 2020 after selling out during the quarter.
Personal CFO Solutions sold 10,000 NIO shares in Q1 2020, an estimated $40K.
Personal CFO Solutions first reported a position in NIO in Q3 2019 and held it in 2 quarters.
Personal CFO Solutions's NIO position peaked at $40K in Q4 2019.
222 funds tracked by Wall St. Rank held NIO as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.