Selective Wealth Management’s NIO NIO Stock Holding History

Selective Wealth 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 Q4	–	Sell	-200	Closed	-$3K	–	512
2022 Q3	$3K	Sell	200 -10	-5%	-$198	﹤0.01%	641
2022 Q2	$5K	Hold	210	–	–	﹤0.01%	630
2022 Q1	$4K	Hold	210	–	–	﹤0.01%	616
2021 Q4	$7K	Hold	210	–	–	﹤0.01%	522
2021 Q3	$7K	Hold	210	–	–	﹤0.01%	465
2021 Q2	$11K	Buy	210 +175	+500%	+$7.01K	0.01%	334
2021 Q1	$1K	Buy	35 +25	+250%	+$1.27K	﹤0.01%	378
2020 Q4	$0	Buy	+10	New	+$387	﹤0.01%	378

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 $3.37T 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

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

Selective Wealth Management's NIO Position: Q4 2022 in Review

Selective Wealth Management sold out of NIO (NIO) in Q4 2022, closing a stake of 200 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in NIO in Q4 2020 and held it in 8 quarters. The position peaked at $11K in Q2 2021. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

Selective Wealth Management reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 200 NIO shares in Q4 2022, an estimated $3K.
Selective Wealth Management first reported a position in NIO in Q4 2020 and held it in 8 quarters.
Selective Wealth Management's NIO position peaked at $11K in Q2 2021.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.