Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
– Sell
-6,226
Closed -$243K – 555
2021
Q1
$243K Buy
+6,226
New +$317K 0.02% 363

Other funds holding NIO

Ritholtz Wealth Management's NIO Position: Q2 2021 in Review

Ritholtz Wealth Management sold out of NIO (NIO) in Q2 2021, closing a stake of 6,226 shares — an estimated $243K sold.

Ritholtz Wealth Management first reported a position in NIO in Q1 2021 and held it in 1 quarter. The position peaked at $243K in Q1 2021. 661 funds tracked by Wall St. Rank hold NIO as of Q2 2021.

  • Ritholtz Wealth Management reported no remaining NIO position as of Q2 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,226 NIO shares in Q2 2021, an estimated $243K.
  • Ritholtz Wealth Management first reported a position in NIO in Q1 2021 and held it in 1 quarter.
  • Ritholtz Wealth Management's NIO position peaked at $243K in Q1 2021.
  • 661 funds tracked by Wall St. Rank held NIO as of Q2 2021.

Based on Ritholtz Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.