AWA
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Arete Wealth Advisors’s NIO NIO Stock Holding History

Arete Wealth Advisors’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
2024
Q1 		– Sell
-22,416
Closed -$203K – 607
2023
Q4 		$203K Buy
22,416
+5,735
+34% +$45.5K 0.02% 677
2023
Q3 		$151K Buy
+16,681
New +$186K 0.03% 453
2020
Q4 		– Sell
-18,809
Closed -$399K – 433
2020
Q3 		$399K Sell
18,809
-11,691
-38% -$180K 0.06% 252
2020
Q2 		$235K Hold
30,500
– – 0.04% 329
2020
Q1 		$85K Buy
30,500
+5,500
+22% +$20.5K 0.02% 328
2019
Q4 		$101K Buy
25,000
+12,000
+92% +$24.1K 0.02% 383
2019
Q3 		$20K Hold
13,000
– – ﹤0.01% 404
2019
Q2 		$33K Hold
13,000
– – 0.01% 387
2019
Q1 		$66K Buy
13,000
+500
+4% +$3.54K 0.01% 382
2018
Q4 		$80K Buy
+12,500
New +$87K 0.02% 359

Other funds holding NIO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return