Simplicity Solutions’s NIO NIO Stock Holding History

Simplicity Solutions’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
2023 Q2	–	Sell	-25,966	Closed	-$273K	–	1163
2023 Q1	$273K	Buy	+25,966	New	+$265K	0.01%	890
2021 Q1	–	Sell	-12,678	Closed	-$618K	–	803
2020 Q4	$618K	Buy	+12,678	New	+$490K	0.01%	649
2019 Q2	–	Sell	-29,871	Closed	-$150K	–	794
2019 Q1	$150K	Buy	29,871 +13,145	+79%	+$93.2K	0.01%	716
2018 Q4	$107K	Buy	+16,726	New	+$116K	0.01%	588

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

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

Norges Bank Oslo, Norway $1T AUM

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

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

Simplicity Solutions's NIO Position: Q2 2023 in Review

Simplicity Solutions sold out of NIO (NIO) in Q2 2023, closing a stake of 25,966 shares — an estimated $273K sold.

Simplicity Solutions first reported a position in NIO in Q4 2018 and held it in 4 quarters. The position peaked at $618K in Q4 2020. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

Simplicity Solutions reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 25,966 NIO shares in Q2 2023, an estimated $273K.
Simplicity Solutions first reported a position in NIO in Q4 2018 and held it in 4 quarters.
Simplicity Solutions's NIO position peaked at $618K in Q4 2020.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.