Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$46K Buy
+1,452
New +$53.4K ﹤0.01% 419
2021
Q3
Sell
-1,352
Closed -$72K 1008
2021
Q2
$72K Buy
+1,352
New +$54.1K 0.01% 319

Other funds holding NIO

Reilly Financial Advisors's NIO Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in NIO (NIO) in Q4 2021: 1,452 shares worth $46K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in NIO as recently as Q2 2021.

Reilly Financial Advisors first reported a position in NIO in Q2 2021 and has held it in 2 quarters since. The position peaked at $72K in Q2 2021. 606 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

  • Reilly Financial Advisors held 1,452 shares of NIO worth $46K as of Q4 2021.
  • NIO was a new Reilly Financial Advisors position in Q4 2021.
  • NIO made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #419 holding.
  • Reilly Financial Advisors first reported a position in NIO in Q2 2021 and has held it in 2 quarters since.
  • Reilly Financial Advisors's NIO position peaked at $72K in Q2 2021.
  • 606 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.