Vahanian & Associates Financial Planning’s NIO NIO Stock Holding History

Vahanian & Associates Financial 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
2022 Q2	–	Sell	-15,100	Closed	-$318K	–	54
2022 Q1	$318K	Sell	15,100 -2,040	-12%	-$48K	0.73%	37
2021 Q4	$543K	Buy	+17,140	New	+$630K	0.44%	59

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vahanian & Associates Financial Planning's NIO Position: Q2 2022 in Review

Vahanian & Associates Financial Planning sold out of NIO (NIO) in Q2 2022, closing a stake of 15,100 shares — an estimated $318K sold.

Vahanian & Associates Financial Planning first reported a position in NIO in Q4 2021 and held it in 2 quarters. The position peaked at $543K in Q4 2021. 544 funds tracked by Wall St. Rank hold NIO as of Q2 2022.

Vahanian & Associates Financial Planning reported no remaining NIO position as of Q2 2022 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 15,100 NIO shares in Q2 2022, an estimated $318K.
Vahanian & Associates Financial Planning first reported a position in NIO in Q4 2021 and held it in 2 quarters.
Vahanian & Associates Financial Planning's NIO position peaked at $543K in Q4 2021.
544 funds tracked by Wall St. Rank held NIO as of Q2 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.