RWA Wealth Partners’s NIO NIO Stock Holding History

RWA Wealth Partners’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 Q4	–	Sell	-12,356	Closed	-$195K	–	270
2022 Q3	$195K	Hold	12,356	–	–	0.01%	233
2022 Q2	$268K	Hold	12,356	–	–	0.02%	208
2022 Q1	$260K	Buy	12,356 +3,000	+32%	+$70.7K	0.02%	219
2021 Q4	$296K	Hold	9,356	–	–	0.02%	215
2021 Q3	$333K	Sell	9,356 -224	-2%	-$9.2K	0.02%	197
2021 Q2	$510K	Buy	9,580 +1,900	+25%	+$76.1K	0.04%	164
2021 Q1	$299K	Buy	7,680 +380	+5%	+$19.4K	0.02%	199
2020 Q4	$356K	Sell	7,300 -8,300	-53%	-$321K	0.03%	178
2020 Q3	$331K	Buy	+15,600	New	+$240K	0.03%	166

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

AMH

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

RWA Wealth Partners's NIO Position: Q4 2022 in Review

RWA Wealth Partners sold out of NIO (NIO) in Q4 2022, closing a stake of 12,356 shares — an estimated $195K sold.

RWA Wealth Partners first reported a position in NIO in Q3 2020 and held it in 9 quarters. The position peaked at $510K in Q2 2021. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

RWA Wealth Partners reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
RWA Wealth Partners sold 12,356 NIO shares in Q4 2022, an estimated $195K.
RWA Wealth Partners first reported a position in NIO in Q3 2020 and held it in 9 quarters.
RWA Wealth Partners's NIO position peaked at $510K in Q2 2021.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on RWA Wealth Partners's 13F filing for Q4 2022, filed 19 Jan 2023.