RMR Wealth Builders’s NIO NIO Stock Holding History

RMR Wealth Builders’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	-6,052	Closed	-$322K	–	192
2021 Q2	$322K	Sell	6,052 -65	-1%	-$2.6K	0.11%	131
2021 Q1	$238K	Buy	6,117 +2,053	+51%	+$105K	0.06%	165
2020 Q4	$198K	Buy	+4,064	New	+$157K	0.1%	151
2020 Q3	–	Sell	-1,750	Closed	-$14K	–	382
2020 Q2	$14K	Buy	+1,750	New	+$7.69K	0.01%	329

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 $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

RMR Wealth Builders's NIO Position: Q3 2021 in Review

RMR Wealth Builders sold out of NIO (NIO) in Q3 2021, closing a stake of 6,052 shares — an estimated $322K sold.

RMR Wealth Builders first reported a position in NIO in Q2 2020 and held it in 4 quarters. The position peaked at $322K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

RMR Wealth Builders reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
RMR Wealth Builders sold 6,052 NIO shares in Q3 2021, an estimated $322K.
RMR Wealth Builders first reported a position in NIO in Q2 2020 and held it in 4 quarters.
RMR Wealth Builders's NIO position peaked at $322K in Q2 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on RMR Wealth Builders's 13F filing for Q3 2021, filed 18 Oct 2021.