West Oak Capital’s NIO NIO Stock Holding History

West Oak Capital’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	-20	Closed	-$1K	–	378
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	350
2021 Q2	$1K	Buy	+20	New	+$801	﹤0.01%	336

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

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

West Oak Capital's NIO Position: Q4 2021 in Review

West Oak Capital sold out of NIO (NIO) in Q4 2021, closing a stake of 20 shares — an estimated $1K sold.

West Oak Capital first reported a position in NIO in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

West Oak Capital reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
West Oak Capital sold 20 NIO shares in Q4 2021, an estimated $1K.
West Oak Capital first reported a position in NIO in Q2 2021 and held it in 2 quarters.
West Oak Capital's NIO position peaked at $1K in Q3 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on West Oak Capital's 13F filing for Q4 2021, filed 12 Jan 2022.