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Sovereign Financial Group’s NIO NIO Stock Holding History

Sovereign Financial Group’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
Q4 		– Sell
-13,350
Closed -$476K – 215
2021
Q3 		$476K Sell
13,350
-6,750
-34% -$277K 0.27% 85
2021
Q2 		$783K Hold
20,100
– – 0.47% 48
2021
Q1 		$783K Sell
20,100
-10,600
-35% -$540K 0.49% 46
2020
Q4 		$1.5M Buy
+30,700
New +$1.19M 1.08% 23

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sovereign Financial Group's NIO Position: Q4 2021 in Review

Sovereign Financial Group sold out of NIO (NIO) in Q4 2021, closing a stake of 13,350 shares — an estimated $476K sold.

Sovereign Financial Group first reported a position in NIO in Q4 2020 and held it in 4 quarters. The position peaked at $1.5M in Q4 2020. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

  • Sovereign Financial Group reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
  • Sovereign Financial Group sold 13,350 NIO shares in Q4 2021, an estimated $476K.
  • Sovereign Financial Group first reported a position in NIO in Q4 2020 and held it in 4 quarters.
  • Sovereign Financial Group's NIO position peaked at $1.5M in Q4 2020.
  • 605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Sovereign Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.