Strategic Financial Services’s NIO NIO Stock Holding History

Strategic Financial Services’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	-4,244	Closed	-$226K	–	136
2021 Q2	$226K	Buy	+4,244	New	+$170K	0.02%	133

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

Strategic Financial Services's NIO Position: Q3 2021 in Review

Strategic Financial Services sold out of NIO (NIO) in Q3 2021, closing a stake of 4,244 shares — an estimated $226K sold.

Strategic Financial Services first reported a position in NIO in Q2 2021 and held it in 1 quarter. The position peaked at $226K in Q2 2021. 576 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Strategic Financial Services reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Strategic Financial Services sold 4,244 NIO shares in Q3 2021, an estimated $226K.
Strategic Financial Services first reported a position in NIO in Q2 2021 and held it in 1 quarter.
Strategic Financial Services's NIO position peaked at $226K in Q2 2021.
576 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Strategic Financial Services's 13F filing for Q3 2021, filed 15 Nov 2021.