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Summit Wealth & Retirement Planning’s NIO NIO Stock Holding History

Summit Wealth & Retirement Planning’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
2019
Q1 		– Sell
-103,672
Closed -$660K – 131
2018
Q4 		$660K Buy
+103,672
New +$721K 0.5% 51

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
HIM
Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

Summit Wealth & Retirement Planning's NIO Position: Q1 2019 in Review

Summit Wealth & Retirement Planning sold out of NIO (NIO) in Q1 2019, closing a stake of 103,672 shares — an estimated $660K sold.

Summit Wealth & Retirement Planning first reported a position in NIO in Q4 2018 and held it in 1 quarter. The position peaked at $660K in Q4 2018. 209 funds tracked by Wall St. Rank hold NIO as of Q1 2019.

  • Summit Wealth & Retirement Planning reported no remaining NIO position as of Q1 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 103,672 NIO shares in Q1 2019, an estimated $660K.
  • Summit Wealth & Retirement Planning first reported a position in NIO in Q4 2018 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's NIO position peaked at $660K in Q4 2018.
  • 209 funds tracked by Wall St. Rank held NIO as of Q1 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2019, filed 8 May 2019.