WealthShield Partners’s NIO NIO Stock Holding History

WealthShield 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 Q2	–	Sell	-435	Closed	-$17K	–	1014
2021 Q1	$17K	Sell	435 -10,000	-96%	-$510K	﹤0.01%	696
2020 Q4	$508K	Buy	10,435 +435	+4%	+$16.8K	0.09%	171
2020 Q3	$212K	Sell	10,000 -5,000	-33%	-$77K	0.07%	234
2020 Q2	$116K	Buy	+15,000	New	+$65.9K	0.05%	219

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

WealthShield Partners's NIO Position: Q2 2021 in Review

WealthShield Partners sold out of NIO (NIO) in Q2 2021, closing a stake of 435 shares — an estimated $17K sold.

WealthShield Partners first reported a position in NIO in Q2 2020 and held it in 4 quarters. The position peaked at $508K in Q4 2020. 661 funds tracked by Wall St. Rank hold NIO as of Q2 2021.

WealthShield Partners reported no remaining NIO position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 435 NIO shares in Q2 2021, an estimated $17K.
WealthShield Partners first reported a position in NIO in Q2 2020 and held it in 4 quarters.
WealthShield Partners's NIO position peaked at $508K in Q4 2020.
661 funds tracked by Wall St. Rank held NIO as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.