Vishria Bird Financial Group’s NIO NIO Stock Holding History

Vishria Bird Financial 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	-26,050	Closed	-$825K	–	66
2021 Q4	$825K	Sell	26,050 -37	-0.1%	-$1.36K	0.38%	30
2021 Q3	$929K	Hold	26,087	–	–	0.49%	29
2021 Q2	$1.39M	Buy	26,087 +87	+0.3%	+$3.48K	0.68%	29
2021 Q1	$1.01M	Hold	26,000	–	–	0.56%	30
2020 Q4	$1.27M	Hold	26,000	–	–	0.72%	26
2020 Q3	$552K	Buy	+26,000	New	+$400K	0.35%	29

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

Vishria Bird Financial Group's NIO Position: Q1 2022 in Review

Vishria Bird Financial Group sold out of NIO (NIO) in Q1 2022, closing a stake of 26,050 shares — an estimated $825K sold.

Vishria Bird Financial Group first reported a position in NIO in Q3 2020 and held it in 6 quarters. The position peaked at $1.39M in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Vishria Bird Financial Group reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Vishria Bird Financial Group sold 26,050 NIO shares in Q1 2022, an estimated $825K.
Vishria Bird Financial Group first reported a position in NIO in Q3 2020 and held it in 6 quarters.
Vishria Bird Financial Group's NIO position peaked at $1.39M in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Vishria Bird Financial Group's 13F filing for Q1 2022, filed 3 May 2022.