Avidian Wealth Enterprises’s NIO NIO Stock Holding History

Avidian Wealth Enterprises’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 Q1	–	Sell	-120,623	Closed	-$1.18M	–	494
2022 Q4	$1.18M	Hold	120,623	–	–	0.08%	155
2022 Q3	$1.9M	Buy	120,623 +29,696	+33%	+$588K	0.14%	106
2022 Q2	$1.98M	Buy	90,927 +37,498	+70%	+$688K	0.14%	113
2022 Q1	$1.13M	Buy	53,429 +38,189	+251%	+$899K	0.07%	180
2021 Q4	$483K	Buy	15,240 +2,325	+18%	+$85.4K	0.03%	305
2021 Q3	$460K	Buy	12,915 +9,060	+235%	+$372K	0.04%	228
2021 Q2	$205K	Buy	+3,855	New	+$154K	0.02%	371

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Avidian Wealth Enterprises's NIO Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of NIO (NIO) in Q1 2023, closing a stake of 120,623 shares — an estimated $1.18M sold.

Avidian Wealth Enterprises first reported a position in NIO in Q2 2021 and held it in 7 quarters. The position peaked at $1.98M in Q2 2022. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

Avidian Wealth Enterprises reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 120,623 NIO shares in Q1 2023, an estimated $1.18M.
Avidian Wealth Enterprises first reported a position in NIO in Q2 2021 and held it in 7 quarters.
Avidian Wealth Enterprises's NIO position peaked at $1.98M in Q2 2022.
493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.