United Asset Strategies’s NIO NIO Stock Holding History

United Asset Strategies’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	-6,584	Closed	-$209K	–	228
2021 Q4	$209K	Buy	6,584 +100	+2%	+$3.67K	0.02%	194
2021 Q3	$231K	Buy	+6,484	New	+$266K	0.03%	189

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

United Asset Strategies's NIO Position: Q1 2022 in Review

United Asset Strategies sold out of NIO (NIO) in Q1 2022, closing a stake of 6,584 shares — an estimated $209K sold.

United Asset Strategies first reported a position in NIO in Q3 2021 and held it in 2 quarters. The position peaked at $231K in Q3 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

United Asset Strategies reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
United Asset Strategies sold 6,584 NIO shares in Q1 2022, an estimated $209K.
United Asset Strategies first reported a position in NIO in Q3 2021 and held it in 2 quarters.
United Asset Strategies's NIO position peaked at $231K in Q3 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on United Asset Strategies's 13F filing for Q1 2022, filed 29 Apr 2022.