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Realta Investment Advisors’s NIO NIO Stock Holding History

Realta Investment 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
-5,212
Closed -$277K – 418
2021
Q2 		$277K Buy
+5,212
New +$209K 0.07% 305
2020
Q1 		– Sell
-2,500
Closed -$6K – 999
2019
Q4 		$6K Hold
2,500
– – ﹤0.01% 1299
2019
Q3 		$4K Hold
2,500
– – ﹤0.01% 1392
2019
Q2 		$6K Buy
2,500
+2,000
+400% +$8.03K ﹤0.01% 1320
2019
Q1 		$3K Buy
+500
New +$3.54K ﹤0.01% 1165

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Realta Investment Advisors's NIO Position: Q3 2021 in Review

Realta Investment Advisors sold out of NIO (NIO) in Q3 2021, closing a stake of 5,212 shares — an estimated $277K sold.

Realta Investment Advisors first reported a position in NIO in Q1 2019 and held it in 5 quarters. The position peaked at $277K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

  • Realta Investment Advisors reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
  • Realta Investment Advisors sold 5,212 NIO shares in Q3 2021, an estimated $277K.
  • Realta Investment Advisors first reported a position in NIO in Q1 2019 and held it in 5 quarters.
  • Realta Investment Advisors's NIO position peaked at $277K in Q2 2021.
  • 577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Realta Investment Advisors's 13F filing for Q3 2021, filed 18 Oct 2021.