Southland Equity Partners’s NIO NIO Stock Holding History

Southland Equity 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
2021 Q3	–	Sell	-4,080	Closed	-$217K	–	170
2021 Q2	$217K	Buy	+4,080	New	+$163K	0.1%	151

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Southland Equity Partners's NIO Position: Q3 2021 in Review

Southland Equity Partners sold out of NIO (NIO) in Q3 2021, closing a stake of 4,080 shares — an estimated $217K sold.

Southland Equity Partners first reported a position in NIO in Q2 2021 and held it in 1 quarter. The position peaked at $217K in Q2 2021. 576 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Southland Equity Partners reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Southland Equity Partners sold 4,080 NIO shares in Q3 2021, an estimated $217K.
Southland Equity Partners first reported a position in NIO in Q2 2021 and held it in 1 quarter.
Southland Equity Partners's NIO position peaked at $217K in Q2 2021.
576 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Southland Equity Partners's 13F filing for Q3 2021, filed 2 Jan 2024.