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Wealth Alliance’s NIO NIO Stock Holding History

Wealth Alliance’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
-7,089
Closed -$225K – 472
2021
Q4 		$225K Sell
7,089
-183
-3% -$6.72K 0.05% 398
2021
Q3 		$259K Buy
7,272
+354
+5% +$14.5K 0.06% 343
2021
Q2 		$368K Buy
6,918
+127
+2% +$5.09K 0.09% 268
2021
Q1 		$265K Sell
6,791
-369
-5% -$18.8K 0.07% 323
2020
Q4 		$349K Buy
+7,160
New +$277K 0.1% 248

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wealth Alliance's NIO Position: Q1 2022 in Review

Wealth Alliance sold out of NIO (NIO) in Q1 2022, closing a stake of 7,089 shares — an estimated $225K sold.

Wealth Alliance first reported a position in NIO in Q4 2020 and held it in 5 quarters. The position peaked at $368K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

  • Wealth Alliance reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
  • Wealth Alliance sold 7,089 NIO shares in Q1 2022, an estimated $225K.
  • Wealth Alliance first reported a position in NIO in Q4 2020 and held it in 5 quarters.
  • Wealth Alliance's NIO position peaked at $368K in Q2 2021.
  • 529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Wealth Alliance's 13F filing for Q1 2022, filed 10 May 2022.