Walled Lake Planning & Wealth Management’s NIO NIO Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-500	Closed	-$18K	–	239
2021 Q3	$18K	Hold	500	–	–	0.01%	227
2021 Q2	$27K	Hold	500	–	–	0.02%	191
2021 Q1	$19K	Buy	+500	New	+$25.5K	0.01%	199

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

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

Norges Bank Oslo, Norway $1T AUM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's NIO Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of NIO (NIO) in Q4 2021, closing a stake of 500 shares — an estimated $18K sold.

Walled Lake Planning & Wealth Management first reported a position in NIO in Q1 2021 and held it in 3 quarters. The position peaked at $27K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 500 NIO shares in Q4 2021, an estimated $18K.
Walled Lake Planning & Wealth Management first reported a position in NIO in Q1 2021 and held it in 3 quarters.
Walled Lake Planning & Wealth Management's NIO position peaked at $27K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.