RTD Financial Advisors’s NIO NIO Stock Holding History

RTD Financial 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
2022 Q3	–	Sell	-11,750	Closed	-$255K	–	103
2022 Q2	$255K	Buy	11,750 +1,000	+9%	+$18.3K	0.04%	98
2022 Q1	$226K	Sell	10,750 -750	-7%	-$17.7K	0.03%	106
2021 Q4	$364K	Buy	+11,500	New	+$423K	0.05%	93

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

RTD Financial Advisors's NIO Position: Q3 2022 in Review

RTD Financial Advisors sold out of NIO (NIO) in Q3 2022, closing a stake of 11,750 shares — an estimated $255K sold.

RTD Financial Advisors first reported a position in NIO in Q4 2021 and held it in 3 quarters. The position peaked at $364K in Q4 2021. 504 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

RTD Financial Advisors reported no remaining NIO position as of Q3 2022 after selling out during the quarter.
RTD Financial Advisors sold 11,750 NIO shares in Q3 2022, an estimated $255K.
RTD Financial Advisors first reported a position in NIO in Q4 2021 and held it in 3 quarters.
RTD Financial Advisors's NIO position peaked at $364K in Q4 2021.
504 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on RTD Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.