Safeguard Investment Advisory Group’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
– Sell
-2,425
Closed -$118K – 481
2020
Q4
$118K Buy
+2,425
New +$93.8K 0.1% 104

Other funds holding NIO

Safeguard Investment Advisory Group's NIO Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of NIO (NIO) in Q1 2021, closing a stake of 2,425 shares — an estimated $118K sold.

Safeguard Investment Advisory Group first reported a position in NIO in Q4 2020 and held it in 1 quarter. The position peaked at $118K in Q4 2020. 585 funds tracked by Wall St. Rank hold NIO as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining NIO position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,425 NIO shares in Q1 2021, an estimated $118K.
  • Safeguard Investment Advisory Group first reported a position in NIO in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's NIO position peaked at $118K in Q4 2020.
  • 585 funds tracked by Wall St. Rank held NIO as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.