Wealthcare Advisory Partners’s NIO NIO Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-4,081	Closed	-$217K	–	572
2021 Q2	$217K	Buy	4,081 +483	+13%	+$19.3K	0.01%	506
2021 Q1	$140K	Buy	+3,598	New	+$183K	0.01%	571
2020 Q2	–	Sell	-300	Closed	-$1K	–	1003
2020 Q1	$1K	Hold	300	–	–	﹤0.01%	1415
2019 Q4	$1K	Hold	300	–	–	﹤0.01%	1334
2019 Q3	$0	Hold	300	–	–	﹤0.01%	1387
2019 Q2	$1K	Hold	300	–	–	﹤0.01%	1262
2019 Q1	$2K	Hold	300	–	–	﹤0.01%	1104
2018 Q4	$2K	Hold	300	–	–	﹤0.01%	1085
2018 Q3	$2K	Buy	+300	New	+$2.47K	﹤0.01%	1130

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Wealthcare Advisory Partners's NIO Position: Q3 2021 in Review

Wealthcare Advisory Partners sold out of NIO (NIO) in Q3 2021, closing a stake of 4,081 shares — an estimated $217K sold.

Wealthcare Advisory Partners first reported a position in NIO in Q3 2018 and held it in 9 quarters. The position peaked at $217K in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Wealthcare Advisory Partners reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,081 NIO shares in Q3 2021, an estimated $217K.
Wealthcare Advisory Partners first reported a position in NIO in Q3 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's NIO position peaked at $217K in Q2 2021.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2021, filed 15 Nov 2021.