Polaris Wealth Advisory Group’s NIO NIO Stock Holding History

Polaris Wealth Advisory Group’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	-9,800	Closed	-$310K	–	188
2021 Q4	$310K	Sell	9,800 -2,200	-18%	-$80.8K	0.02%	149
2021 Q3	$432K	Sell	12,000 -8,300	-41%	-$341K	0.03%	123
2021 Q2	$1.03M	Buy	20,300 +800	+4%	+$32K	0.06%	97
2021 Q1	$743K	Hold	19,500	–	–	0.05%	102
2020 Q4	$1.15M	Hold	19,500	–	–	0.09%	102
2020 Q3	$421K	Buy	+19,500	New	+$300K	0.04%	116

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

Polaris Wealth Advisory Group's NIO Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of NIO (NIO) in Q1 2022, closing a stake of 9,800 shares — an estimated $310K sold.

Polaris Wealth Advisory Group first reported a position in NIO in Q3 2020 and held it in 6 quarters. The position peaked at $1.15M in Q4 2020. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 9,800 NIO shares in Q1 2022, an estimated $310K.
Polaris Wealth Advisory Group first reported a position in NIO in Q3 2020 and held it in 6 quarters.
Polaris Wealth Advisory Group's NIO position peaked at $1.15M in Q4 2020.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.