Rockbridge Investment Management’s NIO NIO Stock Holding History

Rockbridge Investment Management’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	-100	Closed	-$3K	–	835
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	704
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	625
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	609
2021 Q1	$4K	Sell	100 -24	-19%	-$1.22K	﹤0.01%	597
2020 Q4	$6K	Buy	+124	New	+$4.8K	﹤0.01%	550
2020 Q3	–	Sell	-50	Closed	–	–	669
2020 Q2	$0	Buy	+50	New	+$220	﹤0.01%	637

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

Rockbridge Investment Management's NIO Position: Q1 2022 in Review

Rockbridge Investment Management sold out of NIO (NIO) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

Rockbridge Investment Management first reported a position in NIO in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q4 2020. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Rockbridge Investment Management reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Rockbridge Investment Management sold 100 NIO shares in Q1 2022, an estimated $3K.
Rockbridge Investment Management first reported a position in NIO in Q2 2020 and held it in 6 quarters.
Rockbridge Investment Management's NIO position peaked at $6K in Q4 2020.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.