Avalon Trust’s NIO NIO Stock Holding History

Avalon Trust’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
2023 Q4	–	Sell	-200	Closed	-$1.81K	–	357
2023 Q3	$1.81K	Hold	200	–	–	﹤0.01%	301
2023 Q2	$1.94K	Hold	200	–	–	﹤0.01%	303
2023 Q1	$2.1K	Buy	+200	New	+$2.04K	﹤0.01%	300

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Avalon Trust's NIO Position: Q4 2023 in Review

Avalon Trust sold out of NIO (NIO) in Q4 2023, closing a stake of 200 shares — an estimated $1.81K sold.

Avalon Trust first reported a position in NIO in Q1 2023 and held it in 3 quarters. The position peaked at $2.1K in Q1 2023. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Avalon Trust reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Avalon Trust sold 200 NIO shares in Q4 2023, an estimated $1.81K.
Avalon Trust first reported a position in NIO in Q1 2023 and held it in 3 quarters.
Avalon Trust's NIO position peaked at $2.1K in Q1 2023.
501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Avalon Trust's 13F filing for Q4 2023, filed 6 Feb 2024.