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San Luis Wealth Advisors’s NIO NIO Stock Holding History

San Luis Wealth 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
Q2 		– Sell
-20,395
Closed -$646K – 305
2022
Q1 		$646K Hold
20,395
– – 0.32% 70
2021
Q4 		$646K Sell
20,395
-836
-4% -$30.7K 0.66% 40
2021
Q3 		$756K Buy
+21,231
New +$872K 0.42% 68
2020
Q4 		$2.68M Buy
+54,936
New +$2.13M 1.73% 12

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

San Luis Wealth Advisors's NIO Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of NIO (NIO) in Q2 2022, closing a stake of 20,395 shares — an estimated $646K sold.

San Luis Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 4 quarters. The position peaked at $2.68M in Q4 2020. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining NIO position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 20,395 NIO shares in Q2 2022, an estimated $646K.
  • San Luis Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 4 quarters.
  • San Luis Wealth Advisors's NIO position peaked at $2.68M in Q4 2020.
  • 544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.