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Stonebridge Financial Planning Group’s NIO NIO Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-100
Closed -$2K – 273
2021
Q4 		$2K Hold
100
– – ﹤0.01% 388
2021
Q3 		$4K Hold
100
– – ﹤0.01% 384
2021
Q2 		$5K Hold
100
– – ﹤0.01% 382
2021
Q1 		$4K Buy
+100
New +$5.1K ﹤0.01% 396

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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stonebridge Financial Planning Group's NIO Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of NIO (NIO) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

Stonebridge Financial Planning Group first reported a position in NIO in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 100 NIO shares in Q1 2022, an estimated $2K.
  • Stonebridge Financial Planning Group first reported a position in NIO in Q1 2021 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's NIO position peaked at $5K in Q2 2021.
  • 529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.